ESOP Business Solutions

Welcome

ESOP Solutions provides independent business succession consulting services to owners of closely held businesses and focuses on the use of Employee Stock Ownership Plans (ESOPs) to accomplish the following objectives:

• Owner Financial Diversification;
• Family and Key Executive Business Succession Planning; and
• Owner Liquidity Strategies.

As an owner of a successful business, we understand that you may be weighing a variety of business succession options. Therefore, we have designed a system for you to investigate the potential advantages of an ESOP without investing significant time and money. We invite you to fill out a confidential feasibility questionnaire and send it to us for our review. You will receive a preliminary feasibility memorandum that advises whether an ESOP is suitable in your situation and, if so, outlines the way an ESOP can be used to accomplish your objectives. If, after reviewing the memorandum, you are interested in pursuing an ESOP in more detail, we will be happy to consult with you regarding the implementation of the ESOP. There is no cost or obligation for you to submit the feasibility questionnaire or to receive this preliminary memorandum. To obtain the feasibility questionnaire, click on the link on the right side of this page.