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Trucking Company Sells Business to Employees

Achieves succession planning goals

As a result of the efforts of ButcherJoseph & Co., we were able to assist the company in closing a transaction that accomplished all of the selling shareholder's objectives, including preserving jobs in the community, perpetuating his legacy and establishing a plan for his exit from the company.

Download this case study to find out how the trucking company succeeded in meeting their goals.

Highlights include:

  • Employee Stock Ownership Plan (ESOP) basics
  • How an ESOP allowed the owner to achieve his objectives
  • Timeline and steps in the process