Companies similar to OWNERSEDGE
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  • sesesop.com
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SES ESOP Strategies is a national ESOP firm that combines the expertise of ESOP consulting, financial, investment banking and legal professionals to assist companies in creating and maintaining successful, sustainable employee ownership results..
Relevance: 20.60381
  • www.americanesop.net
American ESOP Advisors LLC ("AEA") is a full-service consulting and third-party recordkeeping firm specializing in qualified and non-qualified plan recordkeeping and consulting, with a special emphasis in Employee Stock Ownership Plan ("ESOP")..
Relevance: 20.381361
  • www.visionesop.com
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Our sole focus at Vision ESOP Valuation is providing ESOP Trustees with valuation opinions and advisory services. Vision is dedicated to serving ESOP Trustees exclusively. This ESOP focus allows the team to manage all Trustee engagements and be..
Relevance: 20.23478
  • www.esopadvisory.com
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Khorsand ESOP Advisory (KEA) was founded by Brian Khorsand with a mission to help companies achieve their employee ownership objectives through strategic ESOP consulting and high-quality service. Our firm specializes in ESOP advisory services for..
Relevance: 19.850752
  • www.greatbanctrust.com
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GreatBanc Trust Company ("GreatBanc") was incorporated in 1989 as a full-service trust company. GreatBanc is nationally recognized as a highly skilled, independent ERISA fiduciary with a specialization in ESOPs. GreatBanc provides ESOP trustee..
Relevance: 19.637688
  • www.esoplawyers.com
Our ESOP Lawyers are specialists in consultations at every stage of ESOP implementation... The ESOP advisors and lawyers listed on ESOP Marketplace are experts at dealing with government and employee action, as well as defending valuations in case..
Relevance: 19.626728
  • esopprotectiontrust.com
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We understand ESOP fiduciaries are required to conduct due diligence and documentation of procedural prudence when evaluating the ESOP Protection Trust. We, and our legal counsel, are prepared and available to assist at all stages throughout your..
Relevance: 19.489775
  • www.esoptrustee.co
in addition to a number of other duties and obligations. For example, an independent ESOP trustee decides how to vote the ESOP shares on company matters (by contrast, a directed trustee is instructed how to vote by the ESOP committee)... A Qualified..
Relevance: 19.325945
  • governancecertificate.com
Years ago, we asked our top ESOP advisors to develop our content, course, and module structure with an ESOP company manager in mind. These bright minds of the ESOP industry included attorneys, company valuators, ESOP administrators, ESOP independent..
Relevance: 19.234005
  • esopplus.com
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ESOPs require a complementary team of advisors, including attorneys, accountants, business valuation consultants, and third-party administrators. A crucial component of the ESOP services provided by ESOP Plus is the access clients have to a robust..
Relevance: 19.141083
  • workplacedevelopment.com
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Workplace Development Inc. provides innovative ESOP communication, training, and ownership culture services that maximize the impact of having an Employee Stock Ownership Plan (ESOP)... Whether you're a new ESOP that wants to roll out your plan..
Relevance: 19.087814
  • www.devinemillimet.com
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Beyond the flexible nature of the ESOP as an ownership transition strategy, the ESOP serves as an additional retirement benefit plan for employees participating in the ESOP. Our Team can assist companies ensure the ongoing compliance of the ESOP to..
Relevance: 18.933285
  • ambroseadvisors.com
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We help business owners and their advisors understand and develop customized ESOP buyout and M&A strategies to either provide partial liquidity to shareholders or to complete a full sale. The AmbroseAdvisors™ team is experienced in the valuation,..
Relevance: 18.877064
  • infiniteesop.com
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Navigate through ESOP complexities and bypass hazards to reach the summit.Navigate through ESOP complexities and bypass hazards to reach the summit.Navigate through ESOP complexities and bypass hazards to reach the summit... infiniteESOP provides..
Relevance: 18.870295
  • blueridgeesop.com
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Blue Ridge ESOP Associates is the largest independent ESOP and 401(k) Third Party Administration and Recordkeeping firm. Blue Ridge ESOP Associates employs the finest professionals in the business and has over 30 years of experience providing quality..
Relevance: 18.82942
  • www.ae-otp.com
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We provide business valuations for Architects, Engineers and Environmental Consultants. Annual business appraisals are performed for firms that have ESOPs. For a firm that does not have an ESOP, we provide either an annual appraisal or a valuation..
Relevance: 18.829235
  • www.svested.com
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Svested is the only Southeast Asian company that specialises in end-to-end ESOP advisory and management. We work alongside startups throughout the entire journey, starting with the planning process and commercial advisory, coordinating with different..
Relevance: 18.734402
  • www.kovellas.com
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Bob Kovell has been providing value to ESOPs and closely-held businesses for over 40 years, first as a CPA, subsequently as a strategic planner, and now as an independent Board Director. He currently serves on four ESOP Boards in the manufacturing,..
Relevance: 18.681639
  • www.scsadmin.com
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At SCS, since 1986 we have had a unique model for implementing and managing a Company's ESOP. All phases of the ESOP are thoughtfully and carefully integrated personally by SCS' staff. By us being involved with each stage of the ESOP, you are assured..
Relevance: 18.617558
  • www.esopdesk.com
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ESOPDesk is an easy efficient ESOP (Employee Stock Ownership Plan) management platform that enables the ESOP scheme holders to directly view, manage exercise their ESOPs online... for easy, hassle-free and efficient ESOP management platform as well..
Relevance: 18.570744
  • www.mathewsco.net
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Mathews ESOP Company was founded in 1998 to provide specialized counsulting services to a very select group of employee ownership companies. Based on our 30 years in the ESOP community, Mathews ESOP Company provides experienced Directorship to a..
Relevance: 18.53963
  • www.esopcorporateresources.com
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Investments offered by representatives of and through Lincoln Financial Securities Corporation, a broker-dealer (member SIPC), and registered investment advisor. Lincoln Financial Securities Corporation and it's representatives do not offer tax or..
Relevance: 18.31679
  • www.esopmarketplace.com
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ESOP marketplace, the only ESOP community specialized in matching business owners with the best ESOP advisors... ESOP, abbreviation - employee stock ownership plan; a plan by which a company's capital stock is bought by its employees or workers.....
Relevance: 18.193182
  • esopbuilders.com
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ESOP Builders is a leading provider of Employee Share Ownership Plans in Canada. Services include ESOP strategy, design, implementation, and much more... Our goal is to provide the best and most unique and effective approach to ESOP design and..
Relevance: 18.083773
  • esop-alliance.com
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The ESOP Alliance is a collaboration between experts in the legal, tax and digital management of employee stock ownership plans. By combining the propositions of three different groups of experts, the ESOP Alliance provides startups with an all-in-..
Relevance: 17.888374
  • astuteesop.com
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Astute Efficacy ESOP Fiduciary Services (AEEFS) offers professional and independent trustee services to both new and existing ESOPs in the United States. AEEFS was founded in 2021 by Sofia Kumar, who has served as an ESOP trustee since 2015. Sofia..
Relevance: 17.795973
  • www.esopvaluation.co
An ESOP is a great estate planning tool. The plan empowers you, the business owner, to sell your company either to a relative, or directly to your employees. Aside from being a great retirement benefit for your worker, an ownership transition through..
Relevance: 17.59212
  • www.esbesop.ie
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The ESB ESOP is managed and administered by the Trustee, ESB ESOP Trustee Limited. The Trustee has a duty to act fairly and in the best interests of all participants. Information about the Board members of the Trustee can be found here... A 5%..
Relevance: 17.57114
  • www.fiduciary-trustees.com
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Fiduciary Trustee Services, LLC. was formed in 2018 by Nick Agresta, Shawwn Storms, and Tom Potts to represent companies as Independent Trustees in ESOP transactions and related administrative matters... FTS works with some of the finest ESOP..
Relevance: 17.51506
  • vantageled.com
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As an ESOP company, we are better able to serve our customers with a loyal and passionate team, dedicated to your success... We are proud to be part of the 1% of companies who inspire excellence through an Employee Stock Ownership Program (ESOP)...
Relevance: 17.38358