Welcome

Thinking about selling in the next 3-5 years or planning to working forever? Now is the time to start preparing to maximize your value and minimize risk. We help lay the groundwork to achieve the best outcomes and position your business with best practices by asking: Do you have the right team? Culture? Processes? Capital?

• Strategic Planning - Establishing clear  goals with a path to execution
• Org Chart, HR, and Employee Benefits - Getting the right people in the right seats
• Culture Processes - Companies with strong culture drive more value
• Finance and Accounting - Optimizing capital utilization to improve operations, cash flow, and tax liability
• Revenue Generation - Provable predictability in your revenue engine to ensure the business runs smoothly without you
• Operations - Are your operations process driven? 

Lorica Capital is a trusted advisor to businesses and families, helping owners determine the value of their business in the current market environment and execute on a successful sale transaction.  

Our process is built on a thorough assessment of a company’s financial statements, operational processes, customer base, and competitive advantages.  We then craft a compelling narrative around the company’s value proposition and develop a comprehensive strategy to help selling shareholders reach the best buyers, reduce execution risk, and maximize the value of their business.

or an initial ESOP buyout transaction, we advise business owners seeking to transition ownership of their company to their employees. ESOP transaction structures may be in the form of a full or partial sale, third-party financed, or entirely seller financed. Our clients span the United States across a variety of industries and sizes.  

Our process focuses on providing owners with significant options for funding an ESOP buyout from a variety of capital sources, following fiduciary best practices, and crafting durable transaction structures that stand the test of time. 

 We advise management teams and boards seeking to assess the ESOP’s role in their company’s capital structure – and plan for the future long after the initial ESOP buyout transaction. Working closely with our clients, we establish clear objectives and develop sophisticated financial models to test transaction alternatives against the status quo. We help our clients understand the impact of available options on all stakeholders, and then execute on the optimal solution.  

Mature ESOP clients complete a wide range of follow-on transactions, such as traditional leveraged redemptions or bringing on third-party equity capital to be invested alongside the ESOP.