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ESOP Consultants, Consultants & Advisors
Christopher Kramer - Acuity Advisors
ESOP Consultants in South Coast Metro, CA
Chris brings to Acuity Advisors and its clients over 30 years of financial advisory and investment banking experience. He has extensive expertise in structuring and negotiating transactions across a wide variety of industries, and has prepared financial opinions addressing the value of common ...
Robert Brown - ESOPPlus: Schatz Brown Glassman LLP
ESOP Consultants in Rochester, NY
Rob Brown has practiced tax law, corporate finance law and employee benefits law for many years. His technical knowledge and broad-ranging experience enable him to counsel you about exiting your business in a way that...
Jade Palermo - Empire Valuation Consultants, LLC
ESOP Consultants in Boston, MA
Jade has extensive valuation experience related to Employee Stock Ownership Plans (“ESOPs”) and has been engaged by several institutional and independent ESOP trustees for new formation transactions, additional interest acquisitions, and annual valuations, as well as for ESOP termi...
Mark Flinchum - Katz, Sapper & Miller
ESOP Consultants in Oklahoma City, OK
Mark Flinchum is a partner in Katz, Sapper & Miller’s Business Advisory Group. Mark advises clients on tax decisions that affect their bottom line. Mark represents several ESOP-owned businesses and has structured a number of business sales to existing and newly formed ESOPs. He...
Aaron Pryor - Acclaro Valuation Advisors
ESOP Consultants in Omaha, NE
Aaron Pryor has provided valuation and consulting services since 2005. He provides valuations for employee stock ownership plans and helps ESOP companies with transactional issues. Mr. Pryor maintains the Chartered Financial Analyst (CFA) and Accredited Senior Appraiser (ASA) creden...
Chris E. Best - Acclaro Valuation Advisors
ESOP Consultants in Kissimmee, FL
Chris Best has provided business valuation services to privately held businesses since 1987. He is a leading authority on the valuation of businesses that sponsor employee stock ownership plans and the review of ESOP valuation reports for credibility and compliance with standards. M....jpg)
Jim Massey - Morgan Stanley
ESOP Consultants in Dallas, TX
Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader....
Blake Head - BDO USA, LLP and BDO Capital Advisors, LLC
ESOP Consultants in Atlanta, GA
Blake Head is a managing director and leader of BDO's ESOP Advisory Services practice and also works with the Corporate Finance affiliate, BDO Capital Advisors, LLC. He has more than 14 years of corporate financial advisory experience and has provided services to clients for a variety of p...
Dan Markowitz - Boulay
ESOP Consultants in Eden Prairie, MN
Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...
Kevin Long - Employee Benefits Law Group PC
ESOP Consultants in San Jose, CA
Over the last 25 years, Kevin has helped guide over 400 ESOPs and ESOP companies to success, from setting up new ESOPs to taking over underserved ESOPs that were ready to thrive at the next level. They represent the spectrum of publicly traded corporations and privately held companies, from pr...
Edward (Ed) Wilusz - Value Management Inc
ESOP Consultants in Jamison, PA
Ed Wilusz, ASA, CFA, MBA, is the Managing Director and Founder of Value Management Inc., an investment banking and business valuation advisory firm. He has been active in this field since 1980. He has conducted, supervised or reviewed thousands of business appraisals and been involved in hundr...
Jackie Salmon -
ESOP Consultants in Indianapolis, IN
Jackie J. Salmon, A.S.A., M.A.A.A. is Field Vice President of Consulting Servic...
Wayne Fjeld - Acclaro Valuation Advisors
ESOP Consultants in Seattle, WA
Wayne has provided valuation and consulting services since 2001. He has extensive experience with employee stock ownership plans, p...
Robert Schatz - ESOPPlus: Schatz Brown Glassman LLP
ESOP Consultants in West Hartford, CT
Rob Schatz brings a strong ESOP Plus® practice to serve you whether you are a lender, an investor, a corporate sponsors, a stockholder an employee group or a fiduciary. Rob has many years of ESOP centered&n...
Charles Coyne - Empire Valuation Consultants, LLC
ESOP Consultants in New York, NY
Chuck Coyne is a Managing Director of Empire Valuation Consultants, LLC. Empire specializes in providing valuation and financial advisory services to privately held companies including ESOP financial advisory and valuation services to assist clients with ownership transition strategies. ...
Sheryl Bayani-Alzona - Employee Benefits Law Group PC
ESOP Consultants in Los Angeles, CA
Sheryl C. Bayani-Alzona ...
Ivy Wan-Beltejar - Empire Valuation Consultants, LLC
ESOP Consultants in Rochester, NY
Ivy is a Manager at Empire Valuation Consultants, where she has worked since 2004. She is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and a Chartered Financial Analyst® (CFA) Charterholder...
John E. Johnson - John E Johnson LLC
ESOP Consultants in Incline Village, NV
In brief, I have 30 years of experience as a business appraiser. During this time, I have valued companies and business interests that have ranged from a few hundred thousand dollars to a few billion dollars.ESOP Marketplace connects you with local ESOP Consultants
ESOP Transitions start with ESOP Quarterback Advisors
Unlike narrow specialists, who are extremely well versed in the details of a particular ESOP structure or have broad corporate experiences but little specific ESOP knowledge, a "quarterback" advisor is someone who takes a holistic and comprehensive overview of the client company's needs, and coordinates with advisors to achieve the owners' goals.
A quarterback advisor is the person you usually need in order to conduct a broad feasibility study when exploring options for an ESOP. Such an advisor will take a broad look at your company's entire operations, conduct a company valuation and assess the impact of an ESOP on its future; a quarterback can tell you what employee stock ownership strategy makes sense for your company, how to plan for stock buyback, transfer and pay-off timing. Our ESOP Quarterbacks help you:
- Optimize tax savings
- Understand if an ESOP transaction is feasible
- Understand your ESOP valuation requirements
- Understand your repurchase obligations if required
- Improve the efficiency with our ESOP Process
- Ease your fiduciary concerns as the transaction develops
- Manage ERISA requirement
