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Deloitte Corporate Finance LLC (DCF) can assist clients seeking liquidity through the tax-advantaged sale of shares to an employee stock ownership plan (ESOP). ESOPs are employee benefit plans that enable participating employees to accrue a beneficial interest in the equity ownership of their compani...
Our ESOP advisors have helped hundreds of private companies reach their liquidity, tax efficiency, and legacy goals through employee stock ownership plans.
Learn why business owners trust ESOP Partners for employee stock ownership plan consulting from feasibility to sale transactions and third-party administration.
Learn more » Like many parts of an employee stock plan,ESOP insuranceis an area that can be difficult to navigate. There are a variety of insurance coverages to choose from, from ones that protect the company as a whole to ones which cover individual members. Its also important that whe...
Vision ESOP Valuation provides ESOP trustees with valuation opinions and advisory services. Connect with our team at (616) 326-2413.
As a leading ESOP advisor and experienced ESOP Trustee, Aegis Trust Company offers unmatched expertise to guide you through every step of your ESOP journey.
In addition to her legal background, Susan has retirement plan services experience at BlackRock Financial and OneAmerica Retirement Services LLC. Susan has served as a board member of the Western Pension & Benefits Council and has been voted Best of the Bar by the San Diego Business Journal. ...
As a leading ESOP advisor and experienced ESOP Trustee, Aegis Trust Company offers unmatched expertise to guide you through every step of your ESOP journey.
As a leading ESOP advisor and experienced ESOP Trustee, Aegis Trust Company offers unmatched expertise to guide you through every step of your ESOP journey.