Building Better Capitalism™

Sell-Side Advisory

Our ESOP Sell-Side Advisory practice covers two broad areas. The first area is helping business owners transition their companies to their employees via an ESOP. The second area is helping an existing ESOP-owned company transition ownership, either to an outside third-party buyer or a follow-on ESOP transaction.

  • We distinguish ourselves with the highest level of integrity with open, honest communication and sophisticated corporate finance advice for our clients.
  • We further distinguish ourselves by not simply installing an ESOP for just any company. We believe the company must be well-suited for an ESOP.
  • We believe an ESOP should be in the best interest of all parties and should be structured for long-term, measurable success.
  • We measure success by determining if we accomplished the goals of the business owner and by calculating the wealth that is created for employees over time.

Our Vision: We are Building Better Capitalism by helping business owners transition their companies to their employees via an ESOP.

Applied Economics helps business owners execute an ESOP transaction by extracting value and liquidity from their businesses while designing a sustainable mechanism for long-term success of the Company’s ESOP.

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