ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP. Our business model is simple and effective: integrate proactive consulting with ESOP administration, using our expertise in both to reduce the risk of errors and missed opportunities. We’ve developed an ESOP-specific proprietary technology platform designed to better administer ESOPs and prevent missteps. ESOP Partners’ cost is contained due to relatively low overhead, yet value delivered far exceeds other firms. Senior company members have CPA credentials. ESOP Partners’ experts are recognized as industry leaders featured in national industry speaking engagements.
We provide comprehensive ESOP administration services.
ESOP Partners adds important value to clients through our broad range of services and unparalleled experience. We offer comprehensive ESOP administration and compliance testing services (including 409(p)) to help you satisfy your fiduciary obligations.
We also provide fully integrated ESOP consulting services.
Our Strategic Planning Suite of Solutions help ease your fiduciary and administrative responsibilities and ensure the sustainability and long-term success of your ESOP.
Our consulting services for prospective ESOP companies include:
Free preliminary ESOP assessments
Feasibility studies
Plan design and implementation
Initial transaction planning, structuring and management
Specialties
ESOP Feasibility and Design, ESOP Implementation, ESOP Administration, ESOP Repurchase Obligation Forecasting
ESOP Partners Company Blog
- May 25, 2012
- May 24, 2012
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Selling to an ESOP in 2012 Increases After-Tax Proceeds by 43%
May 23, 2012 -
ESOP Repurchase Obligation and ESOP Stock Valuation Interrelationship
May 22, 2012 - May 17, 2012
ESOP Partners Activity on LinkedIn
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ESOP Partners added a new service: ESOP Repurchase Obligation Forecasting -
ESOP Partners added a new service: ESOP Administration Services
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ESOP Partners added a new service: ESOP Implementation Services
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ESOP Partners added a new service: ESOP Feasibility Services
