Does your company qualify for an ESOP (Employee Stock Ownership Plan)? Can your shareholder, corporate, and management objectives be addressed by an ESOP?

By submitting the questionnaire below, we will contact you to discuss the exciting possibility of your company becoming an ESOP candidate.  We will also provide you with a preliminary analysis at no cost.

Submission Options:

  1. Preliminary Assessment Questionniare .pdf file (Either save to your desktop, complete and mail to, or complete and fax to 858-565-0764).
  2. Complete and submit online below. If you do not wish to submit online, you can download the form below and return it to us by fax at (858) 565-0764 or as an attachment to an email.

Online Preliminary Assessment Questionnaire

Fill out my online form.