Advisors > ESOP Quarterback Advisors



ESOP Quarterback Advisors, Consultants & Advisors


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...
Tim Jochim - ESOPPlus: Schatz Brown Glassman LLP

ESOP Quarterback Advisors in Columbus, OH

Tim Jochim is a national authority on business succession and ESOPs. Tim is a trusted advisor to our ESOP Plus® clients in succession planning, business transactions, legacy planning and corporate governance. He has expertise in corporate law, mergers and acquisitions...
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 ...
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...
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...
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...
Kevin Long - Employee Benefits Law Group PC

ESOP Quarterback Advisors in San Jose, CA

Over the last 25 years, he has helped guide over 250 ESOPs and ESOP companies to success, representing the spectrum of publicly traded corporations and privately held companies, from professional firms and banks, to manufacturers and retailers. Kevin began his tax career as an attorney in the ...
George Raftopoulos - ROI-Cubed

ESOP Quarterback Advisors in Kennebunk, ME

George Raftopoulos spent 25 years growing a registered investment advisory firm that became one of the largest offices by revenue in the country for a national broker/dealer.  Having expanded the firm both organically and through acquisitions, he eventually sold the practice to a com...
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. John has expertise in the valuation of various investment instruments including gene...
Daniel Zugell - Business Transition Advisors

ESOP Quarterback Advisors in Cranberry Township, PA

Dan has been assisting business owners seeking an exit strategy in full or part since 1998 utilizing Employee Stock Ownership Plans. Dan has experience in numerous aspects of an ESOP transaction including education, feasibility studies, employee communications and forecasting as well as financ...
Patrice Radogna - Valuation Research Corporation

ESOP Quarterback Advisors in Norwood, MA

Patrice Radogna has over 20 years of experience in the valuation of privately held businesses, professional practices, pass-through entities and intangible assets. Her areas of specialty lie in the disciplines of ESOP valuations, trust and estate tax planning, and shareholder transactional wor...
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...
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...
Charles Coyne - Empire Valuation Consultants, LLC

ESOP Quarterback Advisors in West Hartford, CT

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. ...
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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