Our Clients

ESOP-Owned Businesses

With over 40 years of experience, our team of experts has considerable experience working with Employee Stock Ownership Plans (ESOP). We understand the opportunities an ESOP provides owners and employees and have the resources and knowledge to assist employee-owned companies across a variety of industries.

Our firm has assisted clients during all stages of an ESOPs life cycle, including establishing ESOPs, liquidating ESOPs, planning for leveraged ESOPs (and re-leveraged ESOPs), and working with attorneys and ESOP administrators on addressing repurchase obligations. We have helped iron out issues with ESOP valuation companies to achieve the most logical results for per-share ESOP values for participants.

We have also dealt with the accounting complexities in unusual situations such as when fair values of un-allocated shares fall below cost.

Our services include:

  • ESOP Plan audits
  • Tax structuring and planning
  • Transaction options
  • Consulting in applying ESOP accounting
  • Audits, reviews and compilations of financial statements