ESOP Partners

Financial ServicesUnited States11-50 Employees

ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP. Our business model is simple and effective: integrate proactive consulting with ESOP administration, using our expertise in both to reduce the risk of errors and missed opportunities. 

We’ve developed an ESOP-specific proprietary technology platform designed to better administer ESOPs and prevent missteps. ESOP Partners’ cost is contained due to relatively low overhead, yet value delivered far exceeds other firms. Senior company members have CPA credentials. ESOP Partners’ experts are recognized as industry leaders featured in national industry speaking engagements.

We provide comprehensive ESOP administration services.  

ESOP Partners adds important value to clients through our broad range of services and unparalleled experience. We offer comprehensive ESOP administration and compliance testing services (including 409(p)) to help you satisfy your fiduciary obligations.

We also provide fully integrated ESOP consulting services.

Our Strategic Planning Suite of Solutions help ease your fiduciary and administrative responsibilities and ensure the sustainability and long-term success of your ESOP.

Our consulting services for prospective ESOP companies include:

Free preliminary ESOP assessments
Feasibility studies
Plan design and implementation
Initial transaction planning, structuring and management
Ownership culture consulting

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