Employee Owned Companies (ESOP)

Engage your employees and plan for your future.

Employee-owned companies operate with some of the most diverse and complex challenges an organization can face. Yet they also have a number of benefits and implications, from being a tool for succession planning to motivation or reward for employees, and more.

Whether it is communication with employees, coordination of the service providers involved, help with the employee stock ownership plan (ESOP) or managing the repurchase liability, it's important to understand the accounting and tax requirements that accompany this unique ownership structure.

If your company is currently an ESOP, or thinking about becoming one, a knowledgeable business advisor who understands the nature of employee owned companies is a must.

Our team not only understands the nature of ESOPs, but has 25 plus years of experience serving them. We currently work alongside employee-owned companies ranging from small to Fortune 500 companies.

Our services include: ESOP audits, consulting on ESOP accounting, entity and transaction structuring, ESOP feasibility studies and more.

We're here to help your employee-owned company succeed, with knowledgeable staff who understand the complexities you face.