People and Organization Strategy

Top-tier talent drives bottom-line success with effective compensation and benefit strategies.

Lifecycle events such as succession planning, acquisitions, divestitures, right-sizing or restructuring bring strategic people and organizational challenges to the forefront.

An organization’s compensation and benefit strategies are among the most important tools for attracting and retaining the talented people they need to drive their business. BDO offers customized strategies for clients of all sizes and across industries.


Employee Stock Ownership Plans (ESOPs) are among the most flexible of all succession strategies. As one of the most tax-advantaged mechanisms for business owners who need liquidity for part or all of their business, ESOPs also allow owners to maintain a legacy for valued employees. BDO’s ESOP services team has a wide range of experience in investment banking, tax, valuation, benefits and commercial banking, including representatives in our wholly owned investment bank, BDO Capital Advisors, LLC.

Our ESOP advisors guide you through every step of selling your business, working closely and collaboratively with your accounting and legal teams to achieve a sale that benefits the company, protects your legacy and provides both you and your employees with the financial rewards you have worked hard to earn. Our ESOP services include:

  • Feasibility and tax analyses
  • Capital sourcing for leveraged ESOPs
  • Benefit plan design
  • M&A comparative analyses
  • Tax accounting
  • Plan administration

EXPLORE BDO’s ESOP FAQS to get answers to common questions related to the creation, financing, valuation and tax benefits of ESOPs. 

Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation. For more information, visit Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC

External pressures scrutinizing executive pay practices continue to intensify as shareholder activists, investors and employees demand greater transparency. Designing a smart, well-balanced compensation strategy and program requires careful consideration of internal and external factors. We draw on our 25 years of experience to provide total compensation program design and benchmarking, long-term incentive strategy development, board briefings and support on the executive compensation regulatory environment, preparation of executive compensation disclosures and performance management.

Our compensation surveys help businesses gain valuable industry information to enable more effective benchmarking. We conduct custom surveys in addition to a core suite of surveys:

Most transactions have HR risks and costs that may impact the acquisition strategy, yet these important issues are often left out of initial planning discussions. We take a proactive approach to help assess risks, costs and exposures relating to the people and HR organization and advise based on the facts of the deal. We accomplish this via a holistic, diligence-through-close approach that is customized for each transaction.

Our workforce due diligence and post-deal strategy services span the full people and organization continuum, including:
  • Executives and equity
  • Workforce strategy
  • Compensation and benefits
  • HR compliance
  • Workforce relations
  • HR deal support
  • HR function
  • Carveouts, synergies and value creation

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Meet our People and Organization Strategy Leader

Do work that matters, where you matter.

At BDO, you can do much more than fulfill your career ambitions — here, you can explore your full potential. That’s because we’re committed to helping our employees achieve on both personal and professional levels.