Strategic Equity Group

The business provides advisory services for companies considering an Employee Stock Ownership Plan (ESOP), from early feasibility work through transaction design and implementation. Feasibility work examines the seller's goals, potential constraints, tax impacts, liquidity needs and possible plan structures, resulting in a sell-side strategy. The team models transaction structures, develops plan designs, and helps identify professionals needed to execute them, including independent trustees, attorneys, valuation advisors and financing sources. It also advises existing ESOPs on sustaining value throughout the plan lifecycle. These services focus on ESOP formation, valuation and ownership transitions for middle-market businesses. Located in Los Angeles, Strategic Equity Group is associated with ESOP advisory rather than photography services.