Will Fancher, President, Cornerstone Holdings, Inc.

by | Oct 10, 2012 | Ratings

This was our first ESOP; Bob walked us through the entire process and gave us a good understanding of how all the pieces fit together. There is a lot of moving pieces in an ESOP, and he helped us not just with the valuation, but showed us the entire workings of the plan.

We did the transaction 2 years ago; since then, when questions have come up, he’s always been responsive and quick to follow up.

About ESOP Blog

The advisors on ESOP Marketplace are dedicated to providing valuable advice to ESOPs and business owners considering the ESOP transition. The blog posts you find on ESOP Blog should not be taken as legal advice or as being specific to your company's situation. Please contact one of our ESOP advisors to discuss your particular circumstances!

Members