Top ESOP Analysts Providing Expert Solutions
At MBO Ventures, our teams helped hundreds of companies transition to ESOPs, representing more billions in enterprise value and billions in ESOP debt—unlocking value for owners while securing a thriving future for employees.
As former CEOs, founders, and ESOP analysts, we understand what’s at stake. Our team has built and scaled businesses, overseen billion-dollar transactions, and worked across industries like petrochemical, storage, PaaS, accounting, and law. We’ve helped create tens of thousands of ESOP employee-owners while guiding businesses through complex ownership transitions, including mergers and acquisitions.
With deep ESOP expertise, we guide you through structuring your deal, securing financing, and ensuring the best outcome for you, your stakeholders, and your employees. Whether you’re considering a full or partial sale, we also invest in your firm to support long-term success.
From valuation to closing, MBO Ventures is your trusted partner in maximizing value and securing your legacy.
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What Our Clients Say
“Transitioning our cannabis company to an ESOP was the best decision we’ve made—not just for the business, but for our employees. Thanks to Darren and his expertise, our team now has a direct stake in the company’s success, and the impact has been incredible. Morale is higher, turnover has dropped, and our employees are thinking like owners. And financially? The tax benefits alone have dramatically improved our cash flow, giving us the ability to reinvest and grow. We couldn’t have done it without Darren’s guidance and deep understanding of both ESOPs and the cannabis industry.”
Cannabis Dispensary
“Darren and his team showed us how an ESOP structure could turn our employees into stakeholders—without them having to buy in—and the transformation has been remarkable. Our team is more engaged, productivity has surged, and we’re now operating completely tax-free, which has doubled our cash flow. This isn’t just a business move; it’s a game-changer for the people who built this company with us. Darren made the process seamless, and we’d recommend him to any cannabis business looking for a smarter, more sustainable exit strategy.”
Cannabis Cultivation & Manufacturing
“As a business owner, I wanted to ensure that the employees who helped build this company had a real stake in its future. Darren’s team made that possible with a partial ESOP, allowing me to transition ownership in a way that benefits both the company and our team. Employees now have a tangible financial interest in the business, and it shows in their commitment and productivity. The structure Darren helped us implement preserved our company culture while giving us tax advantages that improve cash flow. Darren’s expertise and guidance made all the difference.”
Automotive Manufacturer
Frequently Asked Questions for ESOP Analysts
Working with an ESOP analyst ensures that your ESOP is structured for long-term success, compliance, and financial stability. They help maximize value for owners, optimize tax advantages, and create a sustainable plan for employee ownership. Their expertise reduces risks, streamlines the process, and ensures the ESOP benefits both the business and its employees.
If you’re considering transitioning ownership to employees while maximizing tax efficiency and business continuity, an ESOP analyst can provide the expertise you need. Businesses that are financially stable, have strong leadership in place, and seek a strategic succession plan can benefit greatly from working with an ESOP analyst to explore their options.
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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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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