• ESOP Viability Assessment
  
• New ESOP Design, Formation & Implementation
  
• Repurchase Liability Studies & Plans
  
• “Ownership” Culture Development Consulting
  
• Estate Planning for Exiting Shareholders
  
• Business Planning for ESOP Companies
  
• Financial Consulting
  

Our design services include:

1. A personal estate planning process to maximize all possible tax benefits to you, while assuring the wealth you've built, goes where you want it to go.

2. Business planning to maximize the tax benefits to the company for sponsoring the ESOP and by so doing, increase the value of that company's stock.


Our formation services involve:

1. A collaborative, facilitated strategic planning process designed to lay a foundation of trust and an "ownership culture" throughout the company.

2. Quarterbacking the services of all independent service providers such as the valuation and third party administration service, to assure quality of service, timely and on budget completion. We make sure things are done correctly the FIRST time.


Our implementation services include:

1. Repurchase liability study and planning to assure the "promise of ownership" is kept to all the owners in the company in a fashion that will not inhibit future growth of the company.

2. Presentations of the Summary Plan to all employee owners of the company

3. Be a single point of contact to all the "employee owners" of the company to answer any questions on their ESOP.

4. Establishment of a business plan that will allow each "employee owner" to understand the importance of their role to the benefit of the company, their ESOP and themselves.

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