ESOP Consulting

Is an ESOP or another form of Employee Ownership right for you?

The private business ESOP consultants at ESOP Plus® can help you determine if an employee stock ownership plan is right for you, your family, and your company.

If you are the owner of a privately held business considering how and when to sell your business for maximum financial advantage, you should consider selling to an ESOP as you consider other possible alternatives. Why? Because in most cases, a sale of part or all of your stock to an ESOP can be structured so as to give you a better combination of financial and personal returns than you can get under any other alternative.

Experienced ESOP Consultants

Our experienced ESOP business consultants provide skilled analysis for succession and exit planning when owners of a closely held business want to sell all or part of their interest in the business. ESOPs may also be the ideal financing and employee ownership tools for large or small public companies. ESOP consulting can help you determine if deferred compensation, stock options, restricted stock, synthetic equity and other types of equity sharing plans may be just the right tool for your circumstance.

Our ESOP Consultants help ensure the long-term success of your employee stock ownership plan:

  • Ownership Culture – Our ESOP consultants help you create and maintain a culture in which management and employee owners are motivated to perform and improve company performance.
  • Executive Compensation and Incentive Planning – An ESOP consultant will listen to your strategic needs, goals, and objectives to help you create a plan to retain valued employees.
  • Corporate Governance and Fiduciary Consulting – We guide our clients in outlining the roles and best practices for their board of directors, officers, and shareholders.
  • Distribution Policies – ESOP consulting with ESOP Plus® ensures your goals and objectives are met through the customization of distribution policies.

Trusted ESOP Consulting Firm

The more than 11,000 ESOP-owned companies in the United States are a testament to the power of this unique transition tool. The real answer to whether an ESOP or another type of employee ownership or equity participation plan is right for you can only be determined by a comprehensive, sophisticated analysis by a family business ESOP consultant with the ESOP Plus® team. We will help you design and execute a succession strategy that best meets your business, family and personal goals.

Of course, an ESOP or other form of equity sharing may not be the right solution in every situation. ESOP consulting can help you weigh the advantages and disadvantages of an ESOP Plus® solution vs. selling the business outright, bringing in outside investors, selling to key managers (MBO), going public (IPO) or beginning a charitable and/or non charitable giving program to carry out your exit plan.

See if an Employee Stock Ownership Plan is right for you, your family and your company in your unique circumstances. After you explore the information here, contact a small business ESOP consultant.

ESOP Consulting. Small Business ESOP Consultant.