Our team of experienced advisors provides our clients with a high level of personal attention. We deliver insights that are the product of many years of experience and current market intelligence. We offer advisory services encompassing all aspects of mergers and acquisitions from strategy to integration.
ESOP Conversions – For businesses in need of an ownership transition plan, the existing management team and the employees are frequently the best solution. An employee stock ownership plan (ESOP) with its unique tax advantages may result in a more attractive financial package to the sellers than other alternatives. An ESOP can be executed in such a manner that it allows the owner to retain management control of the business. A well-executed ESOP can provide an attractive exit for the owners of a company and create significant incentives for the employees to continue to grow the business.
The ComStock Advisors team helps business owners explore the feasibility of an ESOP. We provide valuations and identify financing options. We coordinate the team of experts needed to address tax and administration issues and structure the transaction.
Existing ESOP Companies – Existing ESOP companies are faced with a unique set of opportunities and challenges. The ComStock Advisors team assists existing ESOPs with tax efficient acquisition strategies. Acquisitive ESOPs can provide sellers with unique tax advantages, providing unique advantages during the negotiation process.
As ESOP companies mature, it is extremely important to monitor the structure of the ESOP and to adapt to legislative changes, repurchase liability issues and employee benefit issues.
ComStock Advisors helps ESOP companies:
- Identify and evaluate ESOP structure issues
- Define and execute acquisition strategies
- Analyze and address repurchase obligations
We help our clients define growth strategies, identify opportunities and execute acquisitions. Our disciplined planning process and research methods consistently deliver valuable results. Each project is customized to meet client needs and strategy.
Proven and disciplined processes are employed to consistently drive value for our clients. Our research tools and methodologies identify and deliver previously unidentified potential buyers. We approach every negotiation with a win-win mentality that produces value and increases the likelihood of a completed transaction for our clients.
ComStock Advisors’ clients benefit from our consistent connection to the private capital marketplace. The combination of our market intelligence, strategic perspective and diligence provides our clients with attractive options for recapitalizing their business. Recaps can take many forms including leveraged buyouts and minority or majority investments.