Perpetuate
What if you could sell your business while preserving its mission and independence while getting paid just as much as an outside buyer would pay? This book explores the often-overlooked “dirty little secrets” of private equity transactions through the fictional stories of two purpose-driven business owners. Bill Schneider, committed to environmental sustainability, and Dan Evans, dedicated to his Christian faith, face a choice between selling to private equity or an Employee Trust. Their decision impacts not only their companies but their legacies. Drawing on 39 years of corporate finance experience, this narrative reveals the true costs—and alternatives—of business sales.
“There is a certain kind of “soul” about your firm. It’s baked into the original mission and values you built from day one. When it’s time to sell after your years of hard work...you don’t want your values to be tossed aside or lost forever. This book just might help you preserve the soul of your firm.”
“The story of Dan and Bill will invite you to reconsider the math and way you think about business exits, liquidity, impact scenarios and what story you want to write with your eventual exit.”
ESOP Playbook
Get answers to the most frequently asked questions about ESOPs. Learn the historical context for Employee Stock Ownership Plan law and basic corporate finance mathematics used in ESOPs. Also, review common business scenario “plays” with text and illustrations showing how the ESOP structure can elegantly address the desired outcome for business owners looking for a solution other than selling the company to outside buyers.