ESOP Transactions & The Current Debt Markets – Are Deals Getting Done?

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ESOP Transactions & The Current Debt Markets – Are Deals Getting Done?

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While 2022 was a challenging year for many index funds and most everyone's 401(k), private market buyouts and ESOP transactions remained relatively robust, in terms of both valuation and transaction volume.

In this month's episode, Chris and Chase sit down to unpack how, even amid rising interest rates and the prospect of a recession, business owners were still able to leverage ESOPs to achieve their succession goals, and what dynamics lay ahead for owners weighing a sale in 2023.

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