Employee Stock Ownership Plans (ESOP)

ESOP Capital Strategies, Inc. (ECSI) provides business succession analysis and financial advisory services to closely held businesses and business advisory professionals throughout the United States.  Our work is designed to help shareholders of closely held businesses achieve their personal and business objectives by addressing liquidity, diversification and exit strategy alternatives.  This strategy may involve the implementation of an ESOP, the sale of all or part of a business, or an alternate strategy.  The priority is that the long term goals of the shareholders and company are accomplished in the most tax efficient, cost effective and beneficial manner possible.

ECSI is a specialist in the implementation of ESOPs and maintains strategic relationships with a number of organizations that help facilitate business owner objectives.  Our partners fully support our mission statement to “provide the highest quality professional consulting services in a timely and efficient manner, creating maximum value for our clients.”

Our Employee Stock Ownership Plan (ESOP) services include:

  • Business transition analysis and succession planning
  • Evaluation of shareholder objectives
  • ESOP feasibility analysis
  • Turn-key ESOP plan design and implementation
  • Evaluation and support of existing ESOP plans
  • Repurchase liability studies for existing ESOPs
  • Financial Advisory services

ESOP Brochure

*ECSI is a wholly-owned subsidiary of Marshall & Stevens, Inc.