Advisors > ESOP Quarterback Advisors

ESOP Quarterback Advisors, Consultants & Advisors

Chris E. Best - Acclaro Valuation Advisors

ESOP Quarterback Advisors in Kissimmee, FL

Chris Best has provided business valuation services to privately held businesses since 1987. He is a leading authority on the valuation of businesses that sponsor employee stock ownership plans and the review of ESOP valuation reports for credibility and compliance with standards. M...
Phil Hayes - Berman Hopkins Wright & Laham

ESOP Quarterback Advisors in Melbourne, FL

Robert Brown - ESOPPlus: Schatz Brown Glassman LLP

ESOP Quarterback Advisors in Rochester, NY

Rob Brown has practiced tax law, corporate finance law and employee benefits law for many years. His technical knowledge and broad-ranging experience enable him to counsel you about exiting your business in a way that...
Terry Griswold - Empire Valuation Consultants, LLC

ESOP Quarterback Advisors in Rochester, NY

Terry is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers (also “ASA”) and cofounder of Empire Valuation Consultants, LLC. He has over twenty-five years of accounting, corporate finance and business valuation experience. He spent six years...
Chris Mellen - Valuation Research Corporation

ESOP Quarterback Advisors in Norwood, MA

Chris Mellen co-authored "Valuation for M&A: Building & Measuring Private Company Value." He has also authored several published articles on valuation-related matters, led over 100 seminars, and provided expert testimony in court. He is an active member of the AITF a...
Bryan Browning - Valuation Research Corporation

ESOP Quarterback Advisors in Milwaukee, WI

John E. Johnson, CFA - John E Johnson LLC

ESOP Quarterback Advisors in Lodi, CA

John is experienced in the valuation of closely-held business and partnership interests for a variety of purposes, including ESOPs, estate and gift tax matters, litigation support and mergers and acquisitions.  Considerable background in determining discounts and premia for such things as...
Dan Zugell - Capstone Headwaters

ESOP Quarterback Advisors in Pittsburgh, PA

Dan is Senior Vice President with Capstone Headwater's ESOP Advisory Group with a wealth of  experience covering many financial service disciplines.   Dan’s experience includes the formation of MetLife’s ESOP program, as well as serving as a Director of...
Charles Coyne - Empire Valuation Consultants, LLC

ESOP Quarterback Advisors in New York, NY

Chuck Coyne is a Managing Director of Empire Valuation Consultants, LLC.  Empire specializes in providing valuation and financial advisory services to privately held companies including ESOP financial advisory and valuation services to assist clients with ownership transition strategies. ...
Robert Schatz - ESOPPlus: Schatz Brown Glassman LLP

ESOP Quarterback Advisors in West Hartford, CT

Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary. Rob has many years of ESOP centered&n...
John Johnson - John E Johnson LLC

ESOP Quarterback Advisors in Incline Village, NV

Aaron Pryor - Acclaro Valuation Advisors

ESOP Quarterback Advisors in Omaha, NE

Aaron Pryor has provided valuation and consulting services since 2005. He provides valuations for employee stock ownership plans and helps ESOP companies with transactional issues. Mr. Pryor maintains the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) creden...
Kevin Long - Employee Benefits Law Group PC

ESOP Quarterback Advisors in San Jose, CA

Over the last 25 years, Kevin has helped guide over 400 ESOPs and ESOP companies to success, from setting up new ESOPs to taking over underserved ESOPs that were ready to thrive at the next level. They represent the spectrum of publicly traded corporations and privately held companies, from pr...
Christopher Kramer - Strategic Equity Group

ESOP Quarterback Advisors in South Coast Metro, CA

Chris brings to Strategic Equity Group and its clients over 15 years of financial advisory and investment banking experience. He has extensive expertise in structuring and negotiating transactions across a wide variety of industries, and has prepared financial opinions addressing the value of ...
Peter Abrahamson - ESOP Structuring Specialists, Inc

ESOP Quarterback Advisors in Lake Barrington, IL

Before creating es2, Peter was Managing Director and Technical Director at Verit Advisors, LLC.  While there, Peter performed the technical aspects of ESOP financial modeling, valuation, tax, accounting and human capital topics for Verit clients.  Prior to Verit, Peter man...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

ESOP Quarterback Advisors 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...

ESOP Marketplace connects you with local ESOP Quarterback Advisors

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