Process Map

The foundation of our site is to help the business owner and their advisors navigate through the ESOP process. We have designed an interactive process map to identify the key activities and milestones to help move the effort forward quickly and painlessly. Below is a stripped down version of our map, without the interactive features such as creating a project, adding advisors, and managing the documents using your virtual file sharing application such as Drop Box. To be able to use our process map, you must create a log-in and then input the project features; then, your project begins!