← All Services
Service 08 of 12
ESOP Advisory
A well-designed ESOP is a strategic asset that aligns the interests of key employees with the long-term growth of the business. Fidant designs, implements, and manages ESOP programs from policy design through to exit-event execution.
Policy & Design
- ESOP policy drafting, pool sizing and grant structuring aligned to fundraising and retention goals
Trust Setup
- ESOP Trust formation and ongoing administration to hold shares on behalf of eligible employees
Vesting & Compliance
- Vesting plan management, tax planning for employees, and full regulatory compliance
Buyback & Exit
- Buyback planning and exit-event execution, ensuring employees realise the value they have earned
Next Service
Banking Advisory