Broker Check


  • Many successful private companies have developed unique cultures where selling to an outsider may mean the destruction of the very culture that brought them success. An ESOP may allow you to maintain your company culture while providing a smooth exit strategy.  Few companies will qualify but for those that do, it’s a uniquely powerful approach.

  • ESOP Services
    • New Formation
    • Executive Incentives 
    • Repurchase Obligation
      • Strategy 
        • Measuring and comparing various strategies
      • Funding Options
        • Sinking fund investments
        • Corporate owned life insurance