MBO Ventures - ESOP Solutions

ESOP Solutions

Design Your Exit Strategy
Your Way with MBO

MBO is looking to acquire mid-market firms who are market leaders in niche industries. We prefer firms that have stable, and defensible cash flows. Once acquired, we use our “secret sauce” to make the firm more profitable by partnering with the management team to create an ESOP. This allows the company to run tax free and allow all of the employees to become owners!

01.What does MBO Ventures do?

We advise firms on alternative liquidity strategies. In addition to acquisitions, we specialize in ESOPs, helping business owners exit their companies on their terms.

02.How can an ESOP work for you?

With an ESOP, you can exit your company completely and defer capital gains tax. If you wish to transfer your firm to your children, you have the benefit of being able to get more cash out.

03.What are the tax benefits of an ESOP?

An ESOP enables you to run your company tax-free and do something amazing for your employees too. Both owners and employers receive significant tax breaks when you choose an ESOP.

Totally Committed

Work with the experts on acquisition.

Our focus is on the tax-efficient ESOP structure and acquiring mid-market niche market leaders which includes specialists in the cannabis industry. Our goal is to provide business owners with decades of acquisition experience and assist in your acquisition.

Who We Are

Discover How an ESOP Could Work for You

At MBO Ventures, we have worked with more than 330 companies to create ESOPs. An Employee Stock Ownership Plan is an ERISA-authorized, defined contribution plan that invests in employer securities.

As business owners ourselves, we understand the importance of making the right decision about where to go next. Our team consists of successful former CEOs and Founders who have grown businesses, bought and sold billions of shares, and employed more than 300 employees. We have worked with businesses in the petrochemical, storage, production-as-a-service (PaaS), accounting, and law industries, and many more.

Working with some of the most knowledgeable and experienced ESOP specialists in the world, we strive for the best outcomes for both you and your employees. Our services include advice on structuring your deal and helping to arrange financing. We will also invest in your firm, whether you wish to do a 100% sale or a minority sale to ESOP.

We work with our partners to bring you the best solutions, informed by experience and knowledge. MBO will be by your side from valuation to financing and closing to guarantee the best results and maximize your returns.

Get In Touch

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ESOP News

MBO Ventures is your source for everything ESOP, acquisition and small business exit planning. Learn how to take advantage of ESOP tax savings, cases studies and more.

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Contact Us

Contact us if you have any questions.

We’re easy to reach and always happy to help

We invite you to call us with any questions you have or email us by filling out the form below. No question is too big or too small – whether you have a question about MBO Ventures or a question about ESOPs.

dgleeman@mboventures.com
Partner Phone: (646) 734-2035