Discover Our Expertise

Based on conversations with recent ESOP businesses, I came to realize there is a lot of help for the transaction (becoming an ESOP). Attorneys, trustees, advisors, bankers are all involved to make sure the transaction happens.

The transition to being an ESOP company is where a lot of businesses struggled. There were questions: What do I do when...? Who can I turn to...?

I have worked for multiple ESOP companies. As an internal plan administrator, I have navigated those questions. I've gone through the process of changing service providers.

Having lived the transition gives me a unique perspective to be able to come alongside companies or individuals who are making that journey.

Whether the need is navigating the audit, the valuation, distributions, employee communication, financial literacy, board selection process, or coaching a newly appointed plan administrator, let me use my experience to help you.

If you have a need reach out, you don't have to struggle alone.