Who We Work With

We partner with both new and established ESOPs, delivering tailored support at every stage of employee ownership. From navigating the early complexities of ESOP formation to optimizing the long-term financial health of mature plans, we adjust our approach to match the unique needs of each business, helping to build lasting relationships that evolve as your ESOP grows.

Considering an ESOP?

We offer guidance to help you determine whether selling your business to an ESOP is the right choice for your business.

Considering an ESOP?

Already an ESOP?

Your CPA firm should be your lead advisor! We can review your ESOP transaction and accounting to ensure accurate reporting.

Already an ESOP?