Acquisition Strategies for ESOP Companies, 2nd Ed

by Corey Rosen, Lynn DuBois, William Merten

Acquiring other companies can be a good strategy for any company. Acquisitions can open new markets, create more efficient operations, or provide a more diversified customer base. This book discusses acquisitions by companies partially or wholly owned by an employee stock ownership plan (ESOP). S corporation ESOP companies especially have good reasons to consider acquiring businesses to find a good use for cash. But most acquisitions do not live up to expectations. This book provides a general framework to evaluate acquisitions, specific ways to limit their risk, alternative transaction structures of special use for ESOP companies, and some best practices in making acquisitions turn out well, especially when one ESOP company acquires another. The second edition (2021) includes revisions to the text, plus a new chapter.

80 pages, Paperback

Published August 22, 2021