ESOP Services, Inc. specializes in quarterbacking ESOP transactions. We focus on aligning shareholder objectives to structure a win-win ESOP transaction that provides shareholders with tax efficient liquidity and employee owners with a significant wealth building opportunity.
ESI’s professionals, with over 100 years of combined experience, specialize in all aspects of Employee Stock Ownership Plans for companies throughout the U.S. and internationally. Our unique approach emphasizes the financial aspects of ESOPs, while coordinating the many diverse elements necessary to successfully establish an ESOP.
ESOP Services, Inc.’s professionals are experienced in first and second stage analysis, plan and financial transaction design, implementation, financing, and ESOP transactions. Services are also provided by leading ESOP practitioners. Our synergistic approach allows clients to obtain experienced professional assistance on a cost-effective basis. Our clients are our best reference. Please contact the clients listed on our reference list. We also offer, without fee, a CONFIDENTIAL preliminary analysis if you complete our preliminary assessment questionnaire.
Everything you need to know about ESOPs!
Featured Articles & Recent Presentations
- Is Your ESOP an IRS target?
- In Memoriam: Dickson C. Buxton
- A Robust Year for ESOP Formation
- The ESOP 1042 “Tax-Free” Rollover
- IRC 1042 Illustration
- Is Inflation Good for the ESOP “Tax-Free” Rollover?
- Government Services and ESOP Services, Inc (Powerpoint Presentation)
- Government Services and ESOP Services, Inc (Video_Powerpoint)
- NCEO Following Cash Through the Life of an ESOP
- Wall Street Journal Letter
- Employee Ownership Can Be a Successful Alternative to Consolidation (PDF)
- ESOP Boards – The Latest Trends (PDF)
- Churchill on Employee Ownership
- IRS Issues Private Ruling On International ESOP Participants(PDF)
- EA Becomes a 100% Employee-Owned Public Benefit Corporation(PDF)
- Opinion: Looking for the Perfect Buyer? from Transport Topics
- The Benefits of Oustide Directors
- Ronald J. Gilbert of ESOP Services, Inc. Named Outstanding Board of Governors Member by The ESOP Association
We “Quarterback” ESOP Transactions and:
- Determine whether an ESOP should be established.
- Analyze the feasibility of S corporation status.
- Finance of ESOP transactions.
- Design the many particulars that constitute the plan.
- Establish the plan on a timely basis at a reasonable cost.
- Implement first and second stage transactions.
- Assess the feasibility of privatizations and divestitures.
- Communicate the plan benefits to employees.
- Establish the ongoing administration of the ESOP.
- Modify existing ESOPs, or convert other plans.
- Coordinate other plans with the ESOP
- Keep current with ESOP developments
“The” ESOP Book!
Employee Stock Ownership Plans:
ESOP Planning, Financing, Implementation, Law and Taxation
Co-authored and Co-Edited by:
Ronald J. Gilbert
The most comprehensive work ever published.
For ordering information contact us at beverly@esopservices.com