Redefining Employee Stock Ownership Plans
Every ESOP is Unique
There is no other business like yours. You have unique leadership, a distinct legacy, and a competitive position to maintain within your industry. If your business doesn’t look like any other, why should your employee stock ownership plan?
The truth is, most ESOP transactions are structured the same way. Current owners receive what seems to be an attractive lump sum up front while the business is left worse off. Not with Bellview Associates.
Instead, our team exercises years of Wall Street expertise to develop a custom ESOP transaction that fits your business. We get to know the intricacies of your organization, your industry, and work closely to develop a transaction that prioritizes your businesses legacy without compromising any value for its ownership.
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CUSTOM ESOP TRANSACTIONS
INDUSTRY SPECIFIC STRATEGIES
LEVERAGING TAX ADVANTAGES
FINANCIAL ADVISORY SERVICES
Our Specialties
PARTNER BUYOUTS
PASSIVE OWNERSHIP
LEGACY PRESERVATION
FAILED OR BROKEN SALES
Problems We’ve Solved
Bringing expertise to your ESOP
Bellview Associates was formed in 2001 to offer:
- High-quality corporate financial advisory services
- Employee benefits advisory work
- Independent, expert advice and transaction implementation
Naturally, Bellview Associates is an employee-owned organization. As such, we have selectively assembled a diverse team of experts from Wall Street offices like Merrill Lynch, Goldman Sachs, and Bridgewater to devise strategies for your business. There’s no 100-person corporate office here, and that’s intentional. Instead, you’ll work with a nimble team of the industry’s greatest financial advisors
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