ESI Equity Services

ESOPs, Transition Planning and Business Valuation Services

A Trusted Partner Serving the ESOP Community for Nearly 30 Years

While our clients have many concerns in common, ESI Equity does not take a cookie-cutter approach to any situation as every business is unique. When a client considers their company’s financial future, they may need guidance in these highly specialized areas:

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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, to sell to your employees, or to get the best possible price when you look for a buyer, ESI can help.

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Additional Services

As part of the services described above, ESI Equity provides guidance in the following areas:

  • Executive compensation plan analysis, including:
    • Deferred compensation plans
    • Equity-based incentive plans
    • Long term incentives and vesting
  • ERISA Litigation support

It was clear customer satisfaction was ESI’s number one priority and because of that, they’ve earned our trust. I’m proud to be a client and encourage others to consider their services.

ESI client, Manufacturing Industry