Liquidity, Succession, Culture: ESOPs as an Exit
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6|21 Private Wealth and AZ Space Lab have teamed up with BDO Capital Advisors to present tech leaders and founders with some of the strategies that may offer their strongest and most altruistic exit.
Most founders don't realize selling the business to their employees via an Employee Stock Ownership Plan (“ESOP”) is even a realistic option. Few are aware an ESOP is a financial buyer that will pay fair market valuation. Even fewer understand they can sell the company and still lead it for the foreseeable future.
If you're considering how to both maximize your exit and best ensure the long-term success of the firm you built, you need to take a serious look at ESOPs.
In the current market, government contractors face increased competition and regulatory pressure with each new administration. The industry also suffers from a shrinking pool of clearance, or clearance-eligible, employees. These factors have led to a growth in ESOP transactions within the Aerospace, Defense & Government Services industry and created the need for a sophisticated level of expertise among ESOP advisors.
While ESOPs are common in the Aerospace, Defense & Government Services space, there is no one common structure that achieves all stakeholders’ goals. Engaging the right financial advisor is critical in such a complex and highly regulated industry. The team at BDO Capital brings a history of deep and extensive advisory expertise to ESOP structuring and M&A transactions, allowing them to structure deals that meet the goals of the seller and the company.
LEARNING OBJECTIVES:
1. Understand how firms like BDO Capital facilitates ESOP transactions.
2. Learn the benefits of an ESOP for selling shareholders, the company, and employees.
3. Learn the distinct tax advantages ESOP sales offer current owners and the company
4. Understand how government contractors specifically benefit from ESOP transactions, even above and beyond advantages already identified through IRS code.
5. Learn how employee-ownership benefits broader quality of life improvements beyond the employee roster.
AGENDA:
9-9.45 am PT Virtual Presentation
9.45-10 am PT Q&A
ABOUT US:
*BDO Capital Advisors*
BDO Capital Advisors, LLC, a wholly owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sell side advisory, acquisition advisory, ESOP advisory, capital raising, special situations and board advisory services with offices located throughout the United States. BDO Capital Advisors, LLC, a FINRA/SIPC member firm, is a separate legal entity and is an affiliated company of BDO USA, P.C., a Virginia professional corporation. BDO USA, P.C. is a minority ESOP owned company, reflecting the firm’s commitment to long term continuity and employee ownership while maintaining full regulatory independence from BDO Capital Advisors.
The BDO Capital ESOP Advisory team consists of professionals with a wide range of experience in investment banking, tax, valuation, benefits and commercial banking. Our ESOP professionals work closely and collaboratively with your accounting and legal teams to achieve the result everyone wants: a sale that benefits the company, protects your legacy, and provides both you and your employees with the financial rewards you have worked hard to earn.
Learn more at https://bdocap.com.
*6|21 Private Wealth*
6|21 Private Wealth is built on a simple conviction: entrepreneurs have an outsized ability to shape the world—and they need a financial partner that protects their time and sharpens their focus. The firm operates as a true fiduciary, taking on the complexity of wealth management so founders, families, and organizations can stay centered on what they do best. From “idea to exit” and across generations, 6|21 delivers disciplined, end-to-end guidance designed to support both ambition and longevity.
With more than four decades of data-driven investment experience, the team brings institutional rigor to every client relationship. Our approach is evidence-based, agile, and conflict-free—grounded in a strict fiduciary standard that puts client interests first, always. The result is clear, objective advice shaped by experience at some of the world’s leading financial institutions.
6|21 pairs that expertise with access — leveraging institutional-grade tools and niche strategies rarely available to individual investors. We intend every tailored solution to integrate seamlessly with legal and tax advisors to ensure precision across a client’s entire financial life. This is not off-the-shelf planning; it is deeply customized strategy built around real goals, real constraints, and real opportunities.
Rooted in the principle that wealth should reflect purpose, 6|21 helps clients align their capital with what matters most: security, relationships, and legacy. Headquartered in Tucson, the firm serves as a trusted partner to sophisticated investors and organizations seeking clarity, alignment, and enduring impact. Learn more at https://621pw.com.
"For where your treasure is, there your heart will be also." – Matthew 6:21
6|21. Like none other.
6|21 Private Wealth, LLC, is a Registered Investment Advisor domiciled in Arizona. Registration does not imply a certain level of skill or training.
*AZ Space Lab*
We help build space ecosystems, one program at a time.
AZ Spacelab, LLC., advances space ecosystems by building programs and products that turn bold ideas into measurable impact. We connect people and mission to accelerate opportunity across the space industry.
Join us on April 29th for the Arizona Space Congress and its Statewide Strategy Day. See https://spacerising.org for more information.
This event is a part of #AZTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at https://www.arizonatechweek.com
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