ESOP Transitions start with ESOP Quarterback Advisors

Unlike narrow specialists, who are extremely well versed in the details of a particular ESOP structure or have broad corporate experiences but little specific ESOP knowledge, a "quarterback" advisor is someone who takes a holistic and comprehensive overview of the client company's needs, and coordinates with advisors to achieve the owners' goals.

A quarterback advisor is the person you usually need in order to conduct a broad feasibility study when exploring options for an ESOP. Such an advisor will take a broad look at your company's entire operations, conduct a company valuation and assess the impact of an ESOP on its future; a quarterback can tell you what employee stock ownership strategy makes sense for your company, how to plan for stock buyback, transfer and pay-off timing.  Our ESOP Quarterbacks help you:

• Optimize tax savings
• Understand if an ESOP transaction is feasible
• Understand your ESOP valuation requirements
• Understand your repurchase obligations if required
• Improve the efficiency with our ESOP Process
• Ease your fiduciary concerns as the transaction develops
• Manage ERISA requirement