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ESOP Feasibility Study, Consultants & Advisors

Christopher Kramer - Strategic Equity Group

ESOP Feasibility Study 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 Feasibility Study 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...
Patrice Radogna - Valuation Research Corporation

ESOP Feasibility Study 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...
Terry Griswold - Empire Valuation Consultants, LLC

ESOP Feasibility Study 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...
Josh Billiard - EKS&H

ESOP Feasibility Study 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...
Mike Madden - EKS&H

ESOP Feasibility Study 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...
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC

ESOP Feasibility Study 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...
Fred Thomas - Business Transition Advisors

ESOP Feasibility Study in Portland, OR

Mr. Frederick H. Thomas is Managing Director of BTA, Inc., principally responsible for business development, succession planning, ESOP formation, consulting, merger/acquisition and transaction design
John E. Johnson, CFA - John E Johnson LLC

ESOP Feasibility Study 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 Feasibility Study 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...
Chris E. Best - Acclaro Valuation Advisors

ESOP Feasibility Study 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...
Charles Coyne - Empire Valuation Consultants, LLC

ESOP Feasibility Study 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. ...

ESOP Marketplace connects you with local ESOP Feasibility Study

Get The Most From ESOP Feasibility Studies With Great Quarterback Advisors who use Feasibility Studies

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 Feasibility Study Advisors offer the following to help you:

  • Understand your ESOP valuation requirement
  • Optimize tax savings
  • Manage ERISA requirements
  • Understand if an ESOP transaction is feasible
  • Understand your repurchase obligation

Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have.  Our FEASIBILITY STUDY and other categories represent the best advisors we could find.  Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community.  There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site.  As you look at the maps, you will see different colors or levels of pins on the page.  Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues.  The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you.  The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating.  Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor.  Our Advisors and Users agree to our terms and conditions by using our family of websites.