ESOP Feasibility Study

ESOP Feasibility Study, Consultants & Advisors

Aaron Pryor

Managing Director

Acclaro Valuation Advisors

Omaha, NE

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Blake Head

Managing Director-ESOP Advisory Services Leader

BDO USA, LLP and BDO Capital Advisors, LLC

Atlanta, GA

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Chris Best

Managing Director

Acclaro Valuation Advisors

Kissimmee, FL

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Chris Kramer

Managing Director

Acuity Advisors

South Coast Metro, CA

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Dan Markowitz

ESOP Partner

Boulay

Eden Prairie, MN

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Edward (Ed) Wilusz

Managing Director

Value Management Inc

Jamison, PA

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John E. Johnson

Valuation

John E Johnson LLC

Incline Village, NV

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Josh Billiard

Partner

Plante Moran

Fort Collins, CO

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Michael Krucker

Partner

Plante Moran

Detroit, MI

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Scott Leach

Director

BDO USA, LLP and BDO Capital Advisors, LLC

Austin, TX

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Wayne Fjeld

Managing Director

Acclaro Valuation Advisors

Seattle, WA

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11 advisors specializing in ESOP Feasibility Study

Get The Most From ESOP Feasibility Studies With Great Quarterback Advisors who use Feasibility Studies

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 Feasibility Study Advisors offer the following to help you:

  • Understand your ESOP valuation requirement
  • Optimize tax savings
  • Manage ERISA requirements
  • Understand if an ESOP transaction is feasible
  • Understand your repurchase obligation


Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have.  Our FEASIBILITY STUDY and other categories represent the best advisors we could find.  Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community.  There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site.  As you look at the maps, you will see different colors or levels of pins on the page.  Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues.  The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you.  The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating.  Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor.  Our Advisors and Users agree to our terms and conditions by using our family of websites.

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