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:
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.
Business Valuations
Accurate, defensible valuations require knowledge of the past, interpretation of the present, and guided expectations for the future.
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.
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.
