Employee Stock Ownership Plan Consulting

Providing sound guidance and coordination

to maximize long-term success

The ESOP decision is a complex one with many ramifications and significant tax savings opportunities. We will guide you through each aspect. Together, we will look at the total picture from many viewpoints and explain structure options for the future control of the company.

When the decision is made to establish an ESOP, we will coordinate with the involved parties – attorneys, tax advisors and accountants, the valuator, trustee, insurer, financing entity and third party administrator – to design and implement a successful plan. We will help you:

Project the impact of an ESOP
Evaluate the risks and benefits
Assist with development and analysis of financial models
Communicate the program to employees to maximize motivation and improve retention and productivity
Provide ongoing support and consulting

With our guidance, your decision will be a sound one, with a view toward the long-term success of your company.

OUR SERVICES

Facilitating and streamlining processes

to ensure an efficient, seamless transaction

Developing dynamic financial and operational solutions

to enhance profitability and growth

Providing sound guidance and coordination

to maximize long-term success

Building effective global programs

to achieve a fair stock value

Establishing compelling messages

to motivate, excite, and drive actions

Defining an efficient capital structure

to complement your strategic objectives

Directing the information pathways

to protect and enhance your brand

Employee Stock Ownership Plan Consulting

Providing sound guidance and coordination

to maximize long-term success