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Employee Stock Ownership Plan (ESOP)

Employee Stock Ownership Plan (ESOP)

Implementing an ESOP can be a complex process that results in significant changes in a company’s cash flow and balance sheet. Our ESOP professionals can provide privately owned companies, in a variety of industries across the United States, with the financing and expertise to ensure a smooth and sustainable transition from current ownership to employee ownership. Our team is focused solely on this space and has extensive experience. We know the nuances of ESOPs and can guide your business in ways the average banker simply cannot. We look forward to a thoughtful discussion regarding ESOP as your business transition alternative.

Representative Transactions

Patrick Stoltz

President

James Swabowski

Senior Vice President – Team Lead

Nick Karalis

Vice President

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