ESOP Case Studies

Easy as Pie

Easy as Pi

Many of the ESOPs I have worked on over the past 25-plus years have been about as “easy as pi.” For those of you who, like me, slept through algebra class, here is how Wikipedia defines “pi.”

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All in the Family

All in the Family

This case study is about a family-owned business located in a small town. The Company is owned and run by a husband and wife who are in their early 60’s, with the help of their son. Their daughter lives in…

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Lender

Neither a Borrower Nor a Lender Be

November of 2007 was a time of great economic uncertainty. Lehman Brothers had collapsed. There was a meltdown in the credit markets as a result of the subprime debacle.

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Ultimate ESOP Success

Ultimate ESOP Success

I have entitled this case study “Ultimate ESOP Success” because I think it is the best representation I’ve seen of Louis Kelso’s dream of ESOPs enabling more Americans to accumulate capital.

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