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Explore Whether an ESOP Is Right for You

We are frequently asked by companies and their advisors, "Will an ESOP work for my company...or my client's company?" This question really requires an ESOP specialist to analyze the client situation, including the corporate objectives, existing business plan, employee benefits structure and the shareholders' personal objectives to determine whether some form of ESOP will advance the client's goals.

However, there is a basic level of review that can be performed to provide a first look at whether an ESOP is a suitable vehicle for accomplishing certain goals. A minimum amount of data is needed to find out what you have in mind. With this basic information we can contact you within three business days with our assessment and additional information, if desired.

ESOP Suitability Quiz

If you would like to know if an ESOP may or may not be suitable for your company, please log in below to confidentially answer a few questions. Our short questionnaire asks you for general information that should be at your fingertips - with no need for financial data or detailed analysis. One of our experts will review your responses and contact you with the results within three business days.

Please Note: All data and information you provide us is required to be treated as attorney client privileged and confidential. Your information will not be used for any other purpose and will not be supplied to any other person or entity without your permission. Furthermore, we are not permitted to charge you and you will not be billed fees for this service or other services without your consent and a written engagement agreement.