ESOP Candidate Survey

Need help deciding whether you’re a good candidate for an ESOP? Take this short survey to find out if you should consider an ESOP liquidity and succession strategy.

1. I have considered/explored a sale to a third party and have decided it is not the best approach for me and my company.*
Strongly agree Agree Neutral Disagree Strongly disagree
2. Our Company Culture is the key to our success.*
Strongly agree Agree Neutral Disagree Strongly disagree
3. I would like my employees to have the Company after I exit the business.*
Strongly agree Agree Neutral Disagree Strongly disagree
4. The Company’s continuing success will be part of my legacy.*
Strongly agree Agree Neutral Disagree Strongly disagree
5. I would like to transition gradually from my current role as the operator of my company to a new role as a mentor.*
Strongly agree Agree Neutral Disagree Strongly disagree
6. Work is my life and I don’t want to ever slow down.*
Strongly agree Agree Neutral Disagree Strongly disagree
7. I want to stay involved in my company but, perhaps, less active in day-to-day operations.*
Strongly agree Agree Neutral Disagree Strongly disagree
8. My successors (key employees or children) could run the company today or could be prepared to do so in 24 months.*
Strongly agree Agree Neutral Disagree Strongly disagree
9. I and/or my company pay tax at the highest rate.*
Strongly agree Agree Neutral Disagree Strongly disagree
10. I would like my employees to have a financial incentive to focus on the company’s long-term profitability.*
Strongly agree Agree Neutral Disagree Strongly disagree

ESOP Candidate Survey

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