Employee Stock Ownership Plans (ESOP)
Employee Stock Ownership Plans
An ESOP transaction can provide significant liquidity and tax benefits to selling shareholders while allowing for the orderly transition of company ownership to employees. Additionally, an ESOP enables sellers to retain operational control of the business and preserve the existing corporate culture. The McLean Group’s extensive ESOP advisory experience combined with its debt capital and business valuation services provides an end-to-end advisory solution for companies contemplating a transition to an ESOP.
Selected Transactions
Related News
One Valuation Partner, Portfolio-Wide
In the article “One Valuation Partner, Portfolio-Wide,” we explore why many private equity firms are consolidating valuation services with a single independent partner across their portfolio companies. As valuation increasingly serves as a core element of governance, financial reporting, and risk management, a unified approach can deliver significant advantages, including consistent methodologies, more efficient audit processes, improved portfolio-level benchmarking, and better economic alignment. When paired with a nimble, best-value provider, this model allows sponsors to maintain institutional-grade rigor while reducing operational friction and preserving portfolio company economics.
Government Shutdown Impact on Financial Due Diligence And Quality of Earnings
This white paper examines the ways the 2025 shutdown influenced the FDD and QofE processes for GovCon targets. It also examines how our practice helps sellers present defensible, normalized financial positions that support strong valuations in challenging deal environments. As specialists in financial due diligence for GovCon and defense transactions, we provide targeted strategies to address shutdown-related volatility and position clients effectively in M&A negotiations.
Tech Connect Series – What 2026 May Hold
The McLean Group is hosting an exclusive, in-person Tech Connect Series event focused on the 2026 economic outlook and its implications for technology companies. This private C-suite forum will examine the macroeconomic conditions, capital markets environment, and strategic considerations shaping the technology sector, with an emphasis on how leadership teams should be positioning their organizations for the year ahead.
The program will feature a fireside chat and interactive Q&A with Kevin Depew, followed by cocktails and executive networking at the RSM Conference Center in McLean, Virginia. Attendance is complimentary but limited and reserved exclusively for C-suite operators of technology companies. Registration remains open for qualified executives. […]