Does your ESOP Administrator have the capabilities to provide consulting services to keep your ESOP on track?
Our consulting Strategic Planning Suite of Solutions helps ease your fiduciary and administrative responsibilities and ensure the sustainability and long-term success of your ESOP:
- The ESOP PROS™ Process. The ESOP PROS (Proactive Repurchase Obligation Strategy)™ Process is designed to evaluate relevant indicators of your business performance and project your ESOP repurchase liability 20 years into the future.
- Corporate Governance and Fiduciary Consulting Services. ESOP Partners guides clients in the development of best practices for their board of directors, shareholders, officers and other stakeholders, outlining the roles and accountability of particular individuals in the ESOP corporate governance process.
- Ownership Culture. We help you build and maintain a culture where management and employee owners are motivated to perform to improve corporate performance.
- Second-stage Transaction Planning, Structuring and Management. We lead clients through the process of re-leveraging their ESOP, making sure they understand the impact the transaction has on the corporation, other shareholders, and plan participants.
- Distribution Policies. ESOP Partners customizes distribution policies to achieve your goals and objectives, while considering the distribution rules and regulations that need to be followed and communication to plan participants.
- Executive Compensation and Incentive Planning. We listen to your strategic needs and corporate goals to create a model to retain talent at any level of your organization.
- Audit Assistance. We partner with accounting firms that audit the ESOP financial statements and government forms as part of our ESOP Administration services, providing them detailed reports to improve the efficiency of their review process and minimize client expense.