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In addition to working with ESOP clients, we also help companies consider an ESOP structure. Our specialized team will help you understand how an ESOP works, the benefits and risks of employee ownership, what the roll out process looks like, and whether or not your business is a good candidate for an ESOP.

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We believe in ESOPs, and enjoy applying our first-hand knowledge and expertise to help ESOP companies thrive financially and culturally. Our dedicated ESOP team stays up-to-date with relevant issues and legislation through involvement and committee leadership roles in the ESOP community.

• Audited, Reviewed or Compiled Financial Statements

• ESOP Valuations

• Tax Planning and Preparation

• Transaction Consulting and Assistance

• ESOP Feasibility Study – Is It Right for Your Company?

• Repurchase Obligation Study

• ESOP Plan Audits

• Assistance in Applying ESOP Accounting

• Employee Communication and ESOP Education Consulting

• Management Transition Planning