Create Employee Ownership

Employee Stock Ownership Plans (ESOPs) are commonly used to provide a market for the shares of departing owners of successful closely held companies, to motivate and reward employees, and take advantage of income tax savings. ESOPs provide an attractive tax-advantaged succession plan to business owners. Our team of advisors will help you decide if an ESOP fits your needs.

Our ESOP Advisory Services

Planning for initial ESOP transaction feasibility
Financial projections and modeling
Business and Individual Tax Structuring and Planning for an ESOP transaction
Planning for Multiple Phase ESOP Transactions
Financial Statement Audits, Reviews and Compilations for ESOP Companies
ESOP Benefit Plan Audits
Strategic planning related to long-range ESOP planning
Assistance with ESOP accounting and compliance issues
Executive benefits structuring and modeling
Succession planning

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