Our Firm

ESOPs, Transition Planning and Business Valuation Services

An Established History

ESI Equity brings practical and financial expertise to a wide range of transition planning challenges, focusing on business valuations, management buyouts, and employee ownership. Our team’s combined years of practical, real-world experience serves as a foundation for understanding that no two companies are alike. Our team brings a broad range of insight into each business situation while understanding unique industry challenges.

ESI’s client list has expanded to nearly 1,000 companies across the United States, many of which are ESOP companies. Established in 1993, ESI Equity was founded under the original name of Enterprise Services, Inc., by Scott Miller. Our commitment and determination to help closely-held businesses realize the benefits of ESOP’s remains our focus today.

Our client stem from a wide range of industries and most are small to medium sized businesses.

We invite you to further explore our services and grow our relationships.

ESI Equity logo.

Asking the Right Questions

In any business, big questions don’t have simple answers. Knowing how the choices made today will impact the future is critical. Thorough research and understanding the options is the best way to make wise choices.

Expert Advice

ESI works closely with its clients to determine how best to use company resources to meet future goals. Hundreds of business owners have trusted our team to help plan transitions, determine value and set up employee stock ownership plans.

The ESI Difference

Throughout every step of an assignment ESI provides timely, detailed reports and findings. We maintain relationships that are completely confidential, objective, and professional. Our experience added to your goals equals a trusting relationship.


We enjoy success as a nationally-recognized ESOP expert while we concentrate on valuations pertaining to management and employee buyouts.

ESI Equity is active in professional organizations, including:

Industries represented include:

  • Manufacturing
    • Contract manufacturing
    • Metal processing
    • Foundry and die casting
    • Chemical and plastic
    • Building products


  • Professional Services
    • Engineering
    • Architectural
    • Personnel placement
    • IT consulting and support
    • Travel


  • Distribution
    • Material handling
    • Building products
    • Office equipment
    • Automotive
    • HVAC
    • Fluid power
    • Electrical controls


  • Construction
    • General contracting
    • Highway and bridge building
    • Electrical contracting


  • Agriculture and Food
    • Food technology
    • Agricultural testing
    • Food production


  • Medical and Healthcare
    • Home healthcare
    • Rehabilitation
    • Pharmacy
    • Residential and assisted living


  • Retail
    • Grocery
    • Hardware
    • Automobile
    • Specialty


  • Environmental
    • Groundwater testing
    • Soil analysis
    • Remediation


  • Finance and Insurance
    • Banking
    • Insurance agencies
    • Real estate development


  • Printing and Publishing


  • Transportation
    • Freight forwarding/logistics
    • Trucking
    • Maintenance


  • Hospitality
    • Restaurant
    • Marina
    • Hotel and resort