Aligning Interest with Long-Term Goals

Whether managing an existing ESOP company, or considering selling to a newly formed ESOP, we bring in-depth knowledge, experience, and resources to help manage opportunities and challenges, protect assets, and provide innovative ideas.

We have served both 100% and partial ESOP companies, as well as ESOP plans, and understand the unique opportunities an ESOP provides to owners and employees, as well as the challenges under various ownership structures.

How we can help

We provide a full-range of services from ESOP consideration (feasibility studies) to the closing of the transaction.

Considering an ESOP?

If you are considering forming an ESOP, we can help determine if it is the right choice for you. There are several reasons why increasing numbers of companies are considering ESOPs, such as:

  • Business continuity
  • Employee motivation
  • Financing solutions
  • Management buyouts from private equity ownership
  • Retirement planning
  • Succession planning

Practice Leaders

James E. Merklin




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Awards We've Won

Accounting Today RL 21
2020 IPA TOP 200 Firms
IPA 2021 Best of the Best
Best of accounting 2021 client satisfaction