BACKGROUND Divisions: civil & excavation, electrical & instrumentation, high voltage, wireless & communications Located in Utah with other locations across Wyoming, Texas, North Dakota, Colorado & Kansas S Corporation with approximately 300 employees Company value $54,100,000 12 shareholders, several family members involved in the business GOAL Founder and shareholder with more than 50% ownership was […]

Background Commercial plumbing and mechanical contractor for large medical centers, tech facilities, manufacturing plants, and professional sports stadiums C Corporation with approximately 750 union and non-union employees 3 shareholders, several family members involved in the business Company value $110,000,000 Goal Tax-free liquidity event for owners Exit strategy within 5 years Employee retention & motivation Method of rewarding […]

BACKGROUND LLC valued at $10 million 100% owned by Revocable Family Trust Approximately 160 employees Company specializes in supply chain shipping and receiving GOAL Owners want to transition out of the business over the next 3-7 years Transition to management/family Minimize overall tax burden Evaluate future of defined benefit plan Provide estate plan liquidity SOLUTION […]

BACKGROUND Company specializing in several major lines of exhaust products, ranging from mufflers, glass pack mufflers, exhaust hardware, components, catalytic converters, performance mufflers, cat back systems, all made in the USA Leader in the performance truck market, offering: bed covers, step rails, grill guards, tool boxes, and performance electronics S Corporation with approximately 186employees Company […]

BACKGROUND Pet food component manufacturer Business consists of 3 LLCs 2 main owners in early 50’s 3 locations with hundreds of employees Very low basis Large relative AAA attributable to main owners GOAL Main owners want to retain control Owners want partial liquidity to invest in other opportunities Reward long-term employees Access business value with […]

Background Specialized C-8 concrete contractor High quality concrete foundation construction for tract home builders, custom home builders, and commercial general contractors S Corporation with approximately 530 employees Company value $28,000,000 4 shareholders, no family members involved in the business Goal Shareholders are looking for an exit strategy within 7 years Eliminate corporate taxes Solution Establish an ESOP […]

Background Business and litigation consulting firm Financial, accounting, regulatory, and engineering consulting services Offices in 7 states C Corporation with approximately 75 employees 4 shareholders plus 13 Incentive Share Participants Company value $27,300,000 Goal Tax-free liquidity for shareholders Sale to Incentive Share Participants Employee retention & motivation Corporate tax relief Solution Establish an ESOP All shareholders […]

Background Work includes highway and bridge construction, overlay projects, water/ sewer construction, and sewage treatment plant construction C Corporation 4 shareholders Approximately 21 non-union employees Company value $20,000,000 Goal Shareholders looking for an exit strategy over time Corporate tax relief Employee retention & motivation Maximize retirement benefits Solution ESOP 1042 election to defer capital gains […]

Background Valued at $125 million Approximately 300 employees Company has been involved in the pharmaceutical industry since 1954 Specializes in prescription medical food products marketed and sold nationally Goal Retain operational control of the company for the foreseeable future Cash out small independent shareholders Start estate planning and provide liquidity for majority shareholders (family) Terminate […]

Background Product engineering and manufacturing company primarily serving the aerospace and defense industry 100% owned by the President, 500 shares issued and outstanding S Corporation valued at $14,500,000 The company maintained high profit margins, employed 25 people and had a payroll under $1,500,000 Goal Owner wanted liquidity and a way to phase out of the […]