Advisors > ESOP Accounting & ESOP Accountants



ESOP Accounting & ESOP Accountants, Consultants & Advisors


Mike Madden - EKS&H

ESOP Accounting & ESOP Accountants in Denver, CO

Mike has more than 15 years of public accounting experience with EKS&H and another national public accounting firm. A leader in the craft brewery and distillery client industry group and a member of our manufacturing niche. He provides clients extensive expertise on financial reporting, in...
Herbert Kalman - GBH CPAs, PC

ESOP Accounting & ESOP Accountants in Houston, TX

Herb Kalman started his career in accounting in 1969, primarily working in the public company sector. Herb's decades of experience includes serving as ...
Josh Billiard - EKS&H

ESOP Accounting & ESOP Accountants in Fort Collins, CO

Josh is a senior manager at EKS&H and has more than 11 years of public accounting experience.  He is a member of the ESOP leadership team and is also part of the leadership team within the firm’s construction niche, as construction and related companies frequently have ESOP owne...
Sandy Shoemaker - EKS&H

ESOP Accounting & ESOP Accountants in San Francisco, CA

Sandy is a partner at EKS&H and leads the ESOP services group. She has been in public accounting since 1990, and has been with EKS&H for more than 17 years. She works with companies on transition planning and focuses on educating executives on ESOP opportunities. Her expertise ranges f...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

ESOP Accounting & ESOP Accountants in Atlanta, GA

Blake Head is a Senior Manager with BDO USA, LLP and also works as a Vice President for BDO’s Corporate Finance affiliate, BDO Capital Adviso...
Susan Petrirena - Swerdlin and Company

ESOP Accounting & ESOP Accountants in Atlanta, GA

Susan entered the field of employee benefits over 30 years ago and has extensive experience in all types of retirement plans, including ESOPs, 401(k), 457, and nonqualified.  She is a member of the Administrative Committee of the National ESOP Association and is active in the NCEO. She is...

ESOP Marketplace connects you with local ESOP Accounting & ESOP Accountants

Make Sure Your ESOP Accounting Reports Are Done Properly by using our ESOP Accountants

ESOPs, as financial instruments, have a number of specific features that other instruments don't. They are also regulated differently from other similar instruments (such as stock options). The Financial Accounting Standards Board (FASB) has long classified ESOPs as distinct from most other stock options and, therefore, subject to different redeemability rules. General accounting experience may not be enough to enable someone to make heads or tails of the specifics of a shared ownership plan.

You need an ESOP Accounting Specialist

Whether you're just exploring an ESOP for your employees, or you already have one and want to ensure solvency and compliance, it's imperative to find an ESOP accountant who has experience with ESOP law, knows all the ESOP accounting rules, and is familiar and up-to-date on the relevant government regulations.

No matter where you are in the design and installation of an ESOP, there are times when an outside advisor is needed. The ESOP accountants on this page represent some of the best advisors in the industry. They have been checked and vetted for competency, trustworthiness, and respect in the ESOP community. While there are hundreds of advisors offering ESOP related advice, only the few who REALLY do specialize in ESOPs are placed on this site.   Our Accountants can help you:

  • Understand your repurchase obligations
  • Improve the efficiency of your audit
  • Understand your ESOP valuation requirements
  • Ease your fiduciary concerns
  • Optimize tax savings
  • Stay up to date on regulatory changes
  • Manage ERISA requirements

The map above has different colors or levels of pins. The pins in blue or red represent advisors who have participated financially in this website, an assurance to you that they are committed to ESOPs, are continually educating themselves to stay current with the ever-changing ESOP accounting laws and practices, and are committed to helping you with your ESOP or company issues. The blue and red pins also indicate that these advisors have agreed to have their references checked and shared with you. Knowing more about an advisor before you select him or her will help reduce, but not eliminate, the risks inherent in hiring a professional ESOP advisor. Our ESOP accounting advisors and users agree to our terms and conditions by using our family of websites.