Expertise at Every Stage of the ESOP Lifecycle
If you are an executive at an ESOP company, you likely need support with a number of ESOP-related challenges. Perhaps you need help initiating and completing a second-stage transaction. Or maybe you are seeking expert assistance in addressing other mature ESOP issues such as integrating the ESOP into your company’s financial and strategic planning process; planning and budgeting for annual ESOP benefits and repurchase funding needs; and developing and/or modifying ESOP distribution policies.