Entrepreneurial Spirit. Independent expertise.

ESOP Consulting Services

ESOPs are an often-overlooked, yet extremely powerful succession planning tool. Our professionals have worked with 200+ employee-owned companies on 1,000+ ESOP-related engagements. We are active members in the ESOP Association, National Center for Employee Ownership, and the Ohio Employee Ownership Center, and we serve as frequent speakers and authors on ESOP-related topics on a local, regional, and national basis.

Pre-ESOP Evaluation

  • Assessment of alternatives
  • ESOP feasibility studies
  • ESOP consulting
  • Preliminary valuation

ESOP Formation

  • Initial valuation
  • Transaction structuring
  • Financing
  • Fairness & solvency opinions

ERISA Compliance

  • Annual valuations
  • Trustee advisory
  • ESOP transactions
  • Valuation report review

Exit Planning

  • Transaction advisory services
  • Evaluation of transactions
  • ESOP terminations
  • Fairness opinions