Advisors

Local ESOP Advisors & Consultants for you

On ESOPMarketplace.com, you will find listings of the most competent and experienced ESOP Advisors to help your company with every aspect of implementing and running an ESOP.

1st Stage - Feasibility Study

Accountants
Attorneys
ESOP Lawyers
Feasibility Study
ESOP Quarterback
Investment Banking
Seminars / Exit seminars
Succession / Transition / Exit Strategy Advisors
ESOP Valuation

2nd Stage - Due Diligence

Benefits Law
Compensation
Financing
Mergers & Acquisitions
Repurchase Obligation Study
TPA (Third Party ESOP Administration)
ESOP Trustees
Wealth Management & Advisors

3rd Stage - After an ESOP Transaction

ESOP Administrators
Attorneys - Personal, Business, ESOP
B2B - ESOP Business to Business
Certification / Training
Directors
ESOP Communication
ESOP Committees
Executive Search
Family Business Advisors
Governance Advisors
Insurance Coverage
ESOP Jobs
Leadership Development
Litigation Support
Management Consulting / Strategic Planning
ESOP Ownership Culture / Empowerment / Games
ESOP Termination Advisors
ESOP Turnaround Advisors
Wealth Management Advisors
Financing Growth / Acquisition Advisors
 

Picking an ESOP Advisor Who's Right For Your Company

Creating an ESOP includes 3 stages - first, a feasibility study to estimate the impact of an ESOP; second, due diligence during the transaction, to ensure fairness and regulatory compliance; and third, responsible management of the ESOP trust and good record-keeping.

Moreover, communication with the workers is key. At each stage of ESOP implementation, it's crucial to have a) open and sound communication between ESOP advisors, company owners and rank-and-file employees; b) a thorough effort to educate employees on what it means to be an ESOP participant; and c) an honest and fair accounting of the ESOP's effects on the company and its workers. An ESOP advisor must not only be good at their job, but also at communicating and explaining their job to company employees.

All of the advisors listed on our site have a proven record of professionalism and great communication skills. Pick any stage of an ESOP transaction on this page, and click on any category to view a listing of the best ESOP advisors near you!