ESOP Process

While every ESOP is custom-built and tailored to the needs of our clients, our ESOP Process is always the same. We use what we call ‘The ESOP Transformation Model™️’, which is a two-step process that allows us to deliver the best available plan, catered to individual strategic objectives, in the most efficient and cost-effective manner possible.


ESOP Design Services

The key to our success is a process that involves you and your staff in the ESOP design.  We guide the process with our years of experience to develop a plan that fits your needs. We know that each company is unique and as such each ESOP plan is also unique.

To implement an ESOP the process can be as quick as 6-weeks and as long as six months, depending on you. During this process we will:

  • Work with you to develop an ESOP strategy, unique to your company
  • provide you with a clear and understandable plan
  • outline and manage the implementation process of your ESOP
  • lead employee education workshops with your staff using the Value Builder System as a tool
  • facilitate a business valuation
  • facilitate tax planning – personal and corporate
  • facilitate the legal documentation required
  • support ESOP financing as required
  • develop an exit plan strategy as required
  • Provide a measurement and analysis tool, CORE4ESOP, to support your ESOP
  • support the transition to open-book management as required

If you would like to get a sense of our work, take our Free Feasibility Survey or learn about some of our clients ESOP success through our Case Studies.

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