What is a Leveraged ESOP?

Описание: What exactly is a leveraged ESOP and how does it work? In this video, Kyle Wishing, Director in PCE’s ESOP Advisory Group, explains the structure of a leveraged Employee Stock Ownership Plan (ESOP), the role of internal and external loans, and why this structure is the most common way companies fund an ESOP transaction.

If you are a U.S. business owner exploring succession planning, employee ownership, or liquidity options, this video will give you a clear, step-by-step understanding of leveraged ESOPs.

You will learn:
• The difference between leveraged and non-leveraged ESOPs
• How ESOP financing works with internal and external loans
• Why leveraged ESOPs are popular in U.S. middle-market companies
• The cash flow, tax benefits, and employee ownership advantages
• Key considerations for U.S. business owners planning an ESOP transaction

Learn more about ESOPs: https://hubs.ly/Q03HYTN90
Contact our ESOP advisors at PCE: https://hubs.ly/Q03HYTzl0

Kyle Wishing has over a decade of experience advising middle-market U.S. business owners on ESOP transactions. As a Director at PCE Investment Bankers, he specializes in structuring ESOP deals that meet shareholder goals and employee ownership objectives. Kyle is an Accredited Senior Appraiser (ASA), CFA charterholder, and FINRA-licensed professional, and he is active in the ESOP Association and the National Center for Employee Ownership.

#ESOP #EmployeeOwnership #businesssuccession

Chapters:
00:00 Introduction to Leveraged ESOPs
00:16 What is a Leveraged ESOP?
01:02 ESOP Example Transaction Walkthrough
01:45 Internal vs External Loan Explained
02:38 ESOP Cash Flow and Tax Benefits
03:31 Dividends, Distributions, and Employee Ownership
03:57 Why Leveraged ESOPs Work for Companies