Our Services
We specialize in Employee Stock Ownership Plan (ESOP) services for organizations and business owners at any stage along their ESOP journey. We help evaluate, design, and implement ESOP transactions and provide ongoing ESOP consulting services to plan sponsors.
Transaction AdvisoryESOP Feasibility Study
ESOP Design and Implementation Transaction Financing Project Facilitation |
ESOP StrategyRepurchase Liability Strategy
Compliance and Plan Operations Plan Design ESOP Sustainability |
Training & EducationESOP Education for Employee-Owners
Training for Board of Directors Education for ESOP Committees Professional Advisor Training |