ESOP Advisory

Employee Stock Ownership Plans (ESOPs) are among the most flexible of all succession strategies. As one of the most tax-advantaged mechanisms for business owners who need liquidity for part or all of their business,

Our ESOP advisory service team has a wide range of professional experience in investment banking, tax, valuation, benefits and commercial banking, including representatives in our wholly owned investment bank.

Our ESOP services include:

  • Capital sourcing for leveraged ESOPs
  • Feasibility and tax analyses
  • Tax accounting
  • Plan administration
  • Benefit plan design

  • To know more about our services, book an appointment with us.


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