ESOP Planning & Administration

Your company and its shareholders can take advantage of many tax benefits through the use of an ESOP (Employee Stock Ownership Plan). However, ESOP's increase the complexity of financial statements, tax returns and retirement plan administration. We offer expertise at all stages of your ESOP program. The decision to adopt and implement an ESOP requires careful analysis and teamwork. We work with your attorneys and bankers to design a plan that achieves your goals.

Find Out if an ESOP is Right for You


  • Administration and Consulting
  • Feasibility Studies
  • Plan Design
  • Repurchase Liability Studies
  • Retirement Plan Audits



Protecting ESOP Tax Advantages
Preparing Employees for an ESOP
Succession Planning 101

ESOP Advisory Partner

Dan Markowitz, CPA