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 Advisory

ESOP Feasibility Study

ESOP Design and Implementation

Transaction Financing

​Project Facilitation

ESOP Strategy

Repurchase Liability Strategy

Compliance and Plan Operations

Plan Design

​ESOP Sustainability

Training & Education

ESOP Education for Employee-Owners

Training for Board of Directors

Education for ESOP Committees

Professional Advisor Training

 

ESOP Transaction Advisory

An Employee Stock Ownership Plan (ESOP) is an employer sponsored benefit plan, similar to a 401(k) plan, but with some key differences.  We help companies explore ESOP strategies to achieve ownership transition and liquidity for shareholders while at the same time creating a benefit plan that aligns the incentives of the employees with that of the company.  An ESOP is not the right solution for every company, however, the ESOP structure can be a powerful business model when it's the right fit.  ESOP transactions can be complex and we are here to help.  

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Navigate the ESOP Journey

Whether your company is embarking on its ESOP journey or well underway, we offer tailored consulting services to plan sponsors for ESOP related issues such as repurchase liability, plan design, compliance, plan operations, mature ESOP issues, benefit level analysis, and sustainability.

 

ESOP Training & Education

An Employee Stock Ownership Plan (ESOP) provides eligible employees with a beneficial ownership interest in the company where they work.

Employee-owners with a better understanding of this unique type of employer stock plan will help the company achieve the improved outcomes experienced by ESOP companies when compared to non-ESOP companies.  Studies consistently show that companies with employee ownership have higher productivity, increased sales, and lower turnover.