A Complementary Resource for Thoughtful Ownership Transition

ESOP transactions involve complex legal, tax, accounting, valuation, and fiduciary considerations. Old Harbor Advisors helps business owners and their professional advisors understand the fundamentals, assess whether an ESOP merits further exploration, and connect with the specialized expertise a transaction would require. Our role is to complement—not compete with—the professionals who know the client and the business best.

The right succession strategy begins with the owner’s objectives. A strategic sale, private equity investment, management succession, or ESOP can have very different implications for ownership, leadership, employees, and a company’s legacy. Exploring these alternatives early can help align the owner’s personal and financial goals with the company’s long-term interests, whether or not an ESOP proves to be the right fit.

Old Harbor Advisors is an additional resource for attorneys and CPAs advising business owners. Through preliminary discussions, hypothetical scenarios, or joint conversations when appropriate, we help clients understand their options and identify the questions that warrant further analysis. Our approach is confidential, objective, and collaborative—with respect for your professional judgment and the relationships you have built.