Preliminary Valuation
This ESOP valuation is inclusive of adjusted EBITDA and identification of add back potential to profit & loss.
Survey
This ESOP readiness survey consists of assessing client’s mission, vision, values (MVV), and employees, including improvement specifications.
Profit and Loss
This ESOP assessment looks to find improvement specifications for valuation and profitability maximization, including survey of industry.
Audit
This is an ESOP feasibility study of service offerings, delivery, operational models, and scalability with specifications for improvement.
Business Specifications
This step assesses the use of technology to replace manual processes, documented processes and procedures for onboarding, sales, and operations.
Presentation
This is a presentation of the operational execution plan to implement all other factors into the corporation.