Genesis ESOP Advisors, LLC Email Format

Financial ServicesIndiana, United States2-10 Employees

Genesis ESOP Advisors, LLC operates in the financial services sector with a focus on employee stock ownership plans as a tool for business succession or exit strategy. The firm collaborates with financial advisors, attorneys, and third-party administrators to design, establish, and maintain ESOPs. After an ESOP is established, Genesis ESOP Advisors and Mike Mathioudakis serve as the ESOP Trustee for their client companies. The company is based in Fishers, Indiana.

Its clients are business owners seeking a structured transition through ESOPs, with services that cover evaluation, implementation, and ongoing governance alongside a multidisciplinary team. As a small advisory practice within financial services, it emphasizes a hands-on, collaborative approach to ESOP matters.

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