ESI Equity – An Expert in ESOPs, Business Valuations and Transition Planning
Whether you are a business owner looking into an Employee Stock Ownership Plan (ESOP), preparing to transition your business, or needing an objective valuation of your business, ESI Equity’s transition planning and ESOP consulting services can help.
ESI Equity specializes in meeting the transition planning needs of closely-held businesses, with a focus on employee stock ownership. Our expertise comes from years of technical financial experience, coupled with the practical perspective of industry management.
After a long and distinguished career in the ESOP community, Sandy Paavola, Managing Partner and President, retired in January 2023.
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Employee Stock Ownership Plans
If you’ve been considering converting your business into being all or partly owned by your employees, you’re in the right place.
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Business Valuations
Accurate, defensible valuations require knowledge of the past, interpretation of the present, and guided expectations for the future.
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Transition Planning
Whether your dream is to turn your efforts over to someone else, sell to your employees, or get the best price when you look for a buyer, ESI can help.
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