ESOP resources needed

intermediary profile

June 22, 2025

by an intermediary from University of Utah in Boise, ID, USA

I have a potential ESOP opportunity for a seller. The business is > $5M in REV, but just shy of $10M, and has 15 employees. Having never facilitated an ESOP before, can someone point me to a good resource that I can research, and more importantly, resources that I can tell my seller about? The main issue that we want to address with the ESOP are the capital gain taxes due at the time of sale.
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commentor profile
Reply by a lender
from University of Southern California in Los Angeles, CA, USA
^redacted‌ Please reach out to us if you need help working with banks that can finance ESOP transactions. These are fairly new but we have helped financed two this year. The bank pay us after your loan closes, so this is a 100% free service for your client. Please click here to schedule a meeting with us: https://cal.com/team/sba/intromeeting
commentor profile
Reply by an investor
from University of Virginia in Providence, RI, USA
Just DM’ed you about this.
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