Stellar Partners
Building powerful positive businessess - one relationship at a time

EMPLOYEE STOCK OWNERSHIP PLAN CONSULTING

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, 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
  • Examine financial models
  • Communicate the program to employees to maximize motivation and improve retention and productivity
  • Provide ongoing administrative support and consulting

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

“Todd’s expertise was invaluable in helping us navigate the ESOP process successfully. He put us in touch with a team of professionals who possessed specific ESOP experience that served us very well. As part of the process, we had to share personal as well as corporate financial information, and we had no hesitancy about this; in fact, he has become an ongoing, trusted consultant.”
—Linda Davidson, C. S. Davidson, Inc.