ESOP Partners Employee Directory

Financial ServicesWisconsin, United 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

Find ESOP Partners employees' phone numbers or email addresses

ESOP Partners Global Highlights

North America
41

United States Of America
41

Asia
1

Bangladesh
1

ESOP Partners's Leadership

A. J.
President And Founder
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E. S.
Director, Business Consulting
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J. W.
Director Of Ownership Culture
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J. Q.
Director Of Client Services
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R. K.
Director Of Administration
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Email
S. T.
Managing Director
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M. G.
Human Resources Operations Manager
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B. Z.
Marketing Manager
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Contact profiles from ESOP Partners

Name

Title

Contact Info

Location

Last Update

A. J.
President And Founder
✕
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Mobile Phone
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Email
United StatesWisconsin
Mar 21, 2024
E. S.
Director, Business Consulting
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Email
United StatesWisconsin
Oct 22, 2024
J. W.
Director Of Ownership Culture
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Email
United StatesWisconsin
Oct 21, 2024
J. Q.
Director Of Client Services
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Email
UNITED STATES
Oct 16, 2024
R. K.
Director Of Administration
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Email
United StatesWisconsin
Sep 16, 2024
S. T.
Managing Director
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Email
United StatesWisconsin
Sep 18, 2024
M. G.
Human Resources Operations Manager
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Email
United StatesWisconsin
Oct 28, 2024
B. Z.
Marketing Manager
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Email
United StatesWisconsin
Oct 22, 2024
J. A.
Manager Of It
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Email
United StatesWisconsin
Oct 21, 2024
K. R.
Production Manager
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Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is ESOP Partners known for?

ESOP Partners was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 3601 E Evergreen Dr Suite 200 Appleton, Wisconsin 54913 US; you can contact the main corporate office by phone at

+1-920-659-****

. Explore ESOP Partners's company overview page for more information.

What is ESOP Partners's most common email format?

ESOP Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ESOP Partners email formats with LeadIQ.

How many employees does ESOP Partners have currently?

ESOP Partners has approximately 28 employees as of May 2024. These team members are located across 2 continents, including North AmericaAsia.

Who are ESOP Partners's key employees and leadership?

As of May 2024, ESOP Partners's key employees include:

President And Founder: A. J.
Director, Business Consulting: E. S.
Director Of Ownership Culture: J. W.
Director Of Client Services: J. Q.
Director Of Administration: R. K.

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