Our ESOP Plus® team uses employee stock ownership plans, stock options, stock appreciation rights, phantom stock and other sophisticated, tax advantaged employee ownership techniques and exit strategies to help clients protect their family's financial future, reward their loyal employees and secure the legacy and core philosophy of the businesses they have created and nurtured.
ESOP Plus® is one of the most sophisticated middle market boutique ESOP and employee ownership teams in the nation. The team is able to call on other affiliated specialized colleagues with experience in mergers, acquisitions, private equity buyouts, management buyouts and leveraged buyouts, creditor rights, litigation, commercial law and wealth transfer to present clients with a full range of options to match their goals.
ESOP Plus® concentrates in the employee ownership field. However, because of our more than 100 years of experience with many different clients in many different industries we are able to counsel clients on the full range of business options. Our close contacts with other professionals enables us to engage multidisciplinary and multi-jurisdictional expertise to facilitate our clients' goals on a national as well as a global scale.
Smooth coordination with other highly skilled professionals allow clients the peace of mind that comes when the fruits of their labor become a blessing, not a burden.
Creative and flexible middle market pricing has made the ESOP Plus® team an attractive, cost-effective choice for for clients with transactions ranging from under $1 million to over $1 billion.