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Local, Expert ESOP Advisors Near You

The ESOP Marketplace is the only place on the Internet where you can find vetted, experienced ESOP advisors and attorneys for every stage of the ESOP setup and management process. We list ESOP professionals throughout the nation, both individual practices, and major firms with strong ESOP divisions.

If you are looking for ESOP advisors near you, and want to be certain that you will get only the best advice and be in full compliance with ERISA and other requirements, look no further - ESOP Marketplace is the site for you. We have helpfully charted out every stage of an ESOP transaction, week to week, and have listed advisors who can help you navigate each one.

What Is An ESOP?

ESOP, abbreviation - employee stock ownership plan a plan by which a company's capital stock is bought by its employees or workers.

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What is an ESOP?

An ESOP is a type of qualified benefit that allows a business owner to sell their business to their own employees in the form of stocks. A team of advisors set up a trust for the employees, which borrows money and buys the entirety or part of the business, giving each qualifying employee a share according to an agreed-on formula, which is gradually paid off with a defined payroll contribution.

ESOPs are tightly regulated and have stringent fiduciary rules and compliance reporting requirements; in addition, since employees stand to become company owners and take an active role in decisionmaking, it is critical to have a comprehensive employee communications strategy, and help everyone understand their new status, the inner workings of an ESOP, and the ways to secure the company's - and the fund's - long-term health and prosperity.

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Advisor Map

Our Professional ESOP Consultants and Legal Advisors are available in the following Cities throughout the United States, including your Hometown

New York
San Francisco
Oakland-San Jose
Boston
Atlanta
Washington, DC
Houston
Detroit
Milwaukee
San Antonio
Jackson, MS
El Paso
Charleston, SC
Portland-Auburn
Indianapolis
Omaha
Columbia, SC
Rochester, NY
Pittsburgh
Charlotte, NC
   Los Angeles
Raleigh-Durham
San Diego
Phoenix
Tampa-St. Petersburg
Seattle-Tacoma
Minneapolis-St. Paul
Miami-Ft.Lauderdale
Cleveland-Akron
Denver
Sacramento-Stockton-Modesto
St. Louis
Portland, OR
Nashville
Hartford-New Haven
Kansas City
Columbus, OH
Salt Lake City
Cincinnati
Syracuse
   Chicago
Birmingham
Las Vegas
Baton Rouge
Savannah
Albuquerque-Santa Fe
Oklahoma City
Jacksonville, FL
Richmond-Petersburg
Charleston-Huntington
Flint-Saginaw-Bay City
Roanoke-Lynchburg
Tucson
Baltimore
Shreveport
Madison
Chattanooga
Wichita-Hutchinson
Green Bay-Appleton
Knoxville
   Philadelphia
Mobile-Pensacola
Tulsa
Ft. Myers-Naples
Lexington
Dayton
Memphis
Austin
Louisville
Buffalo
Providence-New Bedford
New Orleans
Wilkes Barre-Scranton
Fresno-Visalia
Little Rock-Pine Bluff
Albany-Schenectady-Troy
Des Moines-Ames
Honolulu
Toledo
Springfield, MO
Spokane
   Dallas-Ft. Worth
Orlando-Daytona Beach-Melbourne
West Palm Beach-Ft. Pierce
Greenville-Spartanburg-Asheville-Anderson
Grand Rapids-Kalamazoo-Battle Creek
Greensboro-High Point-Winston-Salem
Norfolk-Portsmouth-Newport News
Huntsville-Decatur
Champaign-Springfield-Decatur
Harrisburg-Lancaster-Lebanon-York
Harlingen-Weslaco-Brownsville-McAllen
Cedar Rapids-Waterloo-Iowa City-Dubuque
South Bend-Elkhart
Colorado Springs-Pueblo
Tri-Cities, TN-NC-VA
Burlington-Plattsburgh
Waco-Temple-Bryan
Davenport-Rock Island-Moline
Ft. Smith-Fayetteville-Springdale-Rogers
Paducah-Cape Girardeau-Harrisburg

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