Company Analysis

Having worked specifically with ESOP clients for over 10 years, we understand the unique needs and growing pains that an employee-owned company can face. We perform a Company Analysis so that we can better understand the liquidity needs of not only the ESOP but also the Business. This helps our clients have confidence in their ability to continue to execute on their company's growth strategy, while continuing to meet expected and unexpected repurchase obligations.

Want to see an Example?

See below to schedule a call with our team, and we can walk through our process and what it looks like to be a client.

Contact

The McGrath Group

701-298-4027
patrick.mcgrath@rbc.com