Our Approach

The Next Step on Your Journey

We go beyond simply structuring ESOP transactions. We prioritize understanding the owner's personal vision and values for their business. ADHS believes that a successful ESOP transition is not just about retirement or financial gain, but about preserving the company's legacy and culture and empowering employees. ADHS starts by carefully listening to the owner's story, their aspirations, and their concerns, to uncover the heart and soul of their business. They help owners identify their core values and long-term vision, ensuring the transition plan aligns with their goals. This heart-centered approach is coupled with a structured process, guided by experienced advisors, that addresses the complexities of ESOPs, including valuations, financing, and regulatory compliance. By combining this structured process with an understanding of the owner's heart and values, ADHS creates an ESOP transition that is both strategically sound and personally meaningful.

Why do we take this approach? Our founders learned the good, bad and the ugly of the business world. They realized, for example, that while private equity firms can deliver financial returns, they often do so at the expense of a company’s culture and employees. They saw how companies strayed from their core vision and values in the unrelenting pursuit of wealth. And, importantly, they wanted to change that system.

Transition Planning

After honing in on Vision and Values, we lead owners through a process to develop and execute tailored exit strategies, focusing on maximizing value, ensuring a smooth transition and rewarding employees. Our primary vehicle for doing this is the ESOP...

An Employee Stock Ownership Plan (ESOP) is a type of retirement plan that invests primarily in the company’s stock, allowing employees to gradually gain ownership. This means that instead of selling to a private equity firm or another third party, you can sell your business to your employees. Instead of prioritizing short-term gains for outside investors, ESOPs empower employees, preserve company legacies, and build stronger businesses and communities.

Some of the many benefits of ESOPs include:

• Increased Employee Engagement drives 8.5% higher profit margins than peers; sales and employment grow 2% faster per year

• Tax Advantages at the corporate, employee, and selling shareholder levels

• Legacy Preservation: Friendly buyer pays fair market value and provides controllable, flexible exit timeline.
  

Financial Advisory Services

Expert guidance for financial planning, valuation, and future growth.

Debt & Equity Financing

Advising businesses on securing funding for growth initiatives or refinancing existing debt, leveraging the founder's experience in raising capital.

Cost Optimization

Helping businesses identify and implement cost-saving measures to improve their bottom line.

Financial Planning & Analysis

Assisting businesses in creating budgets, forecasting future performance, and analyzing key financial metrics to identify areas for improvement.

We provide comprehensive business valuation to ensure accurate and reliable assessments.

Business Valuation

ESOP Implementation and Management

Expert ESOP implementation and management for your business's future success.

Implementation Strategy

Tailored strategies for effective ESOP implementation and management to meet the growing business needs.

Management Support

Ongoing support for managing the ESOP to ensure compliance and employee satisfaction.

Consultation Services

Professional consultations to help you navigate the complexities of ESOP management in the event you don't join our ESOP.

Millennial Expected Quality

Millennials are the largest segment of the home buying market and they value technology, convenience, and personalized services. We help make that transition.

Strong Online Presence

This ensures visibility and reachability for millennial homeowners who rely heavily on online channels when choosing contractors.

Customer Financing Options

This helps millennials manage the cost of major home repairs and upgrades, making them more accessible

Seamless Scheduling and Tailored Service Plans

These cater to millennials' preference for convenient and personalized services.

We believe in the power of community. Just as a rope team is essential for climbing a mountain, a strong support network is crucial for navigating a business transition. ADHS provides the guidance and resources owners need to succeed."

David Shura

Data-driven insights are essential for making informed decisions during a business transition. We help owners understand their financial position, identify growth opportunities, and develop a comprehensive plan for success.

Will Petter

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