Business Succession Planning Tailored to Meet Your Needs
Our clients come to us because they’re passionate about the future and the opportunity it holds. Sometimes clients have lifelong dreams yet to be fulfilled, and sometimes they need help successfully exiting from a business they worked hard to build. Regardless of the end goal, all of our clients have something in common—they’ve worked tirelessly. And that’s why we work tirelessly to deliver them employee stock ownership plans (ESOPs) that are tailored to meet their specific needs. As our client, you’ll receive the guidance you need to fulfill those lifelong dreams you’ve worked so hard for—while helping to ensure the security of your company and team.
Experienced ESOP Advisors You Can Trust
How will we get there together? We become your guides through the entire ESOP process. First, you’ll tell us about your specific situation and goals. Then, we’ll decide your next steps together, providing any one of these services if and when the timing’s right:
- Suitability and feasibility analysis
- Client ESOP advisory team management
- Plan design
- ESOP transactions
- Fiduciary representation
- Plan administration oversight
- IRS and DOL defense
- Mergers and acquisitions
- ESOP corporate governance
- Terminations/refinancings
If at any point you’re not seeing the results you hoped for, we’ll work with you to adjust the approach. After all, our definition of success is your definition of success.
Wondering if your company is suitable for an ESOP? Let’s start a conversation.
To date, hundreds of companies have selected us to create their individualized plans, making ESOPs the largest part of our practice. It doesn’t matter whether you have an existing ESOP or have never had one; and it doesn’t matter whether you’re an owner, in management, a TPA, a trustee or a trusted advisor—we’ll partner with you to determine the best possible strategies that deliver your desired outcome.
“Being an ESOP company for the last six years has allowed our company to be more engaged as a whole – from our warehouse employees to upper management. ESOP ownership has made our company more cost sensitive and efficient. Employees are now aware that the cost savings resulting from reducing waste or maximizing capacity on delivered truckloads have a direct correlation on company stock value and their future retirement. We have also found that improvements in communication and teamwork have helped to make our company more successful.”
– Ken Sommers, CFO, Calpine Containers, Inc.