A guaranteed method of sale. Don't stress about finding a buyer!
Greater employee retention and involvement. Have your employees thinking and acting like owners.
Hassle-free, sit back and relax. Let us take care of the entire process for you.
+5 Employees & Profitable
$2,000,000+ Revenue
Legacy & Employee Ownership
Businesses with 5+ employees demonstrating robust profitability.
Enterprises generating over $2,000,000 in revenue, seeking structured succession or exit strategies.
Visionary owners committed to preserving their legacy and empowering their workforce through shared ownership.
The current shareholders sell all or some of their shares to an Employee Share Trust (EST).
The sale is done through a loan to the EST, with or without interest.
The company sets a profit target, any profit above the target is used to pay off the loan.
Once any interest is paid, the rest is used to pay down the principal and buy shares for the employees.
The shares that are purchased are then allocated to the employees through the Employee Share Ownership Plan (ESOP).
The shares are restricted for a maximum of 15 years, deferring the tax for the employees.
Once the original loan is paid off, employees who have shares that have passed the restriction may elect to sell back to the ESOP.
The shares can only be sold if there is profit above the target.
Any dividends on EST shares that have not yet been allocated to employees (Owner Loan Shares) can be used to pay for ESOP administration.
Shares allocated to employees, restricted or unrestricted, will be paid the dividend.
This is a simple explanation of how the Pal ESOP works. Want a detailed version? Click the button below.
The Pal ESOP is crafted for cost efficiency, ensuring you don't face the steep fees common in the industry.
Forget about the $60,000 price tag. And don't even think about $30,000.
Our Pal ESOP comes at a transparent, fixed fee of $24,999 + GST. Experience unparalleled value without the premium cost!
The Pal ESOP package is comprehensive, designed for easy implementation and to enlighten your team. Here's what you get:
The total estimated value of these services is approximately $59,993!
All available for a fixed fee of $24,999 + GST.
While the Pal ESOP is priced at $24,999 + GST, significantly below its estimated value of $59,993, you might wonder how we manage this. The answer lies in our commitment to long-term partnerships rather than immediate profits.
Our primary focus isn't on the initial setup fee; instead, we derive our success from the ongoing management of ESOP plans. This approach allows us to invest in our relationship with your business, ensuring we're there to support you and your employees over the long haul.
We see the implementation of Employee Share Ownership Plans (ESOPs) as the beginning of a journey. Through ongoing administrative services, we're able to offer continued support, whether it's helping employees understand their equity, providing assistance with accounting, managing ESS tax reporting, or offering refresher sessions on financial literacy. We're also equipped to create custom surveys to gauge employee perceptions of the business and the ESOP.
This long-term partnership model allows us to make the initial setup of ESOPs accessible while ensuring we can offer valuable, ongoing support to you and your employees for as long as you have an ESOP.
Ideal for Australian SMEs, the Pal ESOP fits:
Absolutely! The Pal ESOP is versatile:
Designed for succession, it's equally effective for partial equity sales or granting ownership percentages to employees.
It's a powerful tool to reward dedication, promote growth, and enhance retention and sustainability within your company.
We offer tailored solutions for various company stages and goals. While custom plans are available, consider our specialized plans for a more immediate fit: