This is part 3 of a series on ESOP feasibility. One of the big questions on people’s minds is when should I pull the trigger for my ESOP transaction as far as timing goes. We get to dial into the dramatic scene in Mission Impossible 3 where Ethan Hunt is tied to a chair and is given 10 seconds to tell where the Rabbit’s foot is which is some kind of weapon of mass destruction. Drama to not drama - the decision as to the timing of your transaction can include different variables that we explore to determine the optimal date of an ESOP transaction. Some of these items include how the interim financial performance of the company is going in comparison to the year end forecast. Consider this and other variables to best determine the transaction date then work backwards. Advice related to timing the ESOP transaction is an important step on your journey to an ESOP.
Journey to an ESOP & Beyond