Jeff facilitates stock sales from private business owners to Employee Stock Ownership Plans (ESOPs). As a project manager, Jeff supervises the initial feasibility analysis and then takes an active role in executing the transaction by assembling the team of advisors, assisting with their due diligence, negotiating terms and reviewing transaction documents.
When you work with Jeff, you can expect a thorough feasibility study with detailed explanations of how an ESOP would impact you as a seller, your company and your employees. If you decide to move forward with an ESOP, you can expect a proactive and responsive approach that helps you make informed decisions while minimizing your administrative burden.
Outside of work, Jeff enjoys time with family usually camping, hunting or fishing.