ESOP Consultants, Consultants & Advisors
Blake Head
BDO USA, LLP and BDO Capital Advisors, LLC
Atlanta, GA
22 advisors specializing in 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