ESOP Consultants

ESOP consultants provide advice and assistance to companies regarding employee stock ownership plans.
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Principal Financial

Principal Financial

4.4 (2)
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Company Overview

Founded

1879

Employees

20,000

Funding Summary

33.5M Series C

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About Principal Financial

Principal Financial Group® helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals – offering innovative ideas, investment expertise and real-life solutions to make financial progress possible.
The Principal is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic... Show More
OneAmerica

OneAmerica

4.9 (1)
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Founded

1877

Employees

0

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About OneAmerica

The companies of OneAmerica have a solid foundation in the financial services marketplace dating back more than 140 years. During that tenure we have implemented a variety of retirement plan products and services to meet the financial needs of our clients. We are organized in a mutual holding company structure. From a business standpoint, the advantages of our mutual holding company structure are numerous. This structure supports our growth strategy by providing flexibility to bring other mutual insurance companies into the organization. It allows for efficiency in capital structure by providing both support for growth and stability for financial strength... Show More
T. Rowe Price

T. Rowe Price

Reviews pending
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Founded

1937

Employees

7,868

Funding Summary

None

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About T. Rowe Price

T. Rowe Price is a financially solid, debt-free organization with strong employee ownership. The firm was:

 Established in 1937 by Thomas Rowe Price, Jr.
 Incorporated in the state of Maryland in 1947
 Licensed to conduct business throughout the United States in 1947

In 1986, T. Rowe Price first issued shares to the public.

T. Rowe Price is focused on two core businesses – providing recordkeeping services to the plan sponsors and managing money for individuals and institutions. Show More
The Menke Group

The Menke Group

Reviews pending
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Founded

1974

Employees

0

Funding Summary

Not Provided

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About The Menke Group

Menke & Associates has been providing ESOP (employee stock ownership plan) advisory services since 1974. We are the largest (50 ERISA lawyers, investment bankers and plan administrators) and oldest ESOP advisor in the country. We have designed and installed more ESOPs than any other firm in the country, over 3,500. Our 7 regional offices manage client relationships in all 50 states. Our clients range in size from as few as ten employees to as many as 15,000. In addition, 65% of The Menke Group is owned by our ESOP.
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CSG Partners

CSG Partners

Reviews pending
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Min. Group Size

20 eligible

Lives Serviced

60,000

Average Cost

Average Cost is Locked

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Since 2000, middle-market companies nationwide have turned to CSG Partners as their leveraged ESOP advisor. We build custom strategies to help businesses form and sell equity to employee stock ownership plans. CSG's advisors... Show More
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PCE Investment Bankers

PCE Investment Bankers

Reviews pending
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Founded

1997

Employees

11

Funding Summary

Not Provided

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About PCE Investment Bankers

We help business owners navigate the critical and sometimes challenging phases of the business life cycle. Nothing is more important than getting the right advice at the right time. At PCE, that’s our specialty. PCE provides middle market business owners with the insightful strategies, creative solutions, and expert guidance they need to address the challenges they face today and achieve the goals they set for tomorrow.
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Butcher Joseph & Co.

Butcher Joseph & Co.

Reviews pending
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Founded

2011

Employees

11

Funding Summary

Not Provided

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About Butcher Joseph & Co.

ButcherJoseph & Co. is a boutique investment banking firm specializing in ESOPs, mergers and acquisitions, private capital sourcing and valuation advisory services for middle market companies. Our award-winning team of professionals has executed 200+ transactions exceeding $15 billion in total value.
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Carta

Carta

Reviews pending
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Founded

2012

Employees

1,700

Funding Summary

500M

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About Carta

We’re on a mission to create more owners. By building the global ownership management platform, we’re changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works.
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NWPS

NWPS

Reviews pending
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Founded

1994

Employees

193

Funding Summary

None

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About NWPS

NWPS was started in 1994 to provide high-quality service for benefit plan sponsors, participants and advisors. We have no conflicts of interest with investments, insurance or other lines of business.

Services
Plan consulting and design
Recordkeeping and actuarial
Compliance and administration
Communication and participant services

We employ imaginative, creative, and practical approaches to meet client needs and address new developments. We work closely with our clients to ensure that their benefit plans are as efficient and effective as possible. Show More
Aegis Trust Company, LLC

Aegis Trust Company, LLC

Reviews pending
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Founded

2017

Employees

17

Funding Summary

Not Provided

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About Aegis Trust Company, LLC

An Employee Stock Ownership Plan (ESOP) isn't just a benefits program—it's a transformative tool that empowers employees to own a piece of the company they help build. Through stock acquisition, ESOP's foster a culture where responsibility is shared and every success is collective. This unity results in companies that are not only more productive but also exude a strong, positive corporate spirit.

However, navigating the complexities of ESOPs, with their rigorous rules and guidelines, demands expert oversight. That's where Aegis Trust Company steps in, standing as the benchmark for excellence in ESOP trustee services. Show More
PTCFO

PTCFO

Reviews pending
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Founded

1989

Employees

0

Funding Summary

Not Provided

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About PTCFO

Advisor to Privately Held, Family Owned companies on Ownership and Management Succession Show More
Hall Benefits Law, LLC

Hall Benefits Law, LLC

Reviews pending
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Min. Group Size

50 eligible

Lives Serviced

99,999

Average Cost

Average Cost is Locked

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HBL's experienced team provides employee benefits legal compliance support for ESOP Consultants and plan sponsors regardless of geographic location or company size. Show More
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NS Capital

NS Capital

Reviews pending
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Founded

2008

Employees

0

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About NS Capital

NS Capital is a Registered Investment Advisor (RIA) offering portfolio management services for individual investors, pensions and endowments; as well as custom-designed 401(k) plans for small businesses. We are a Fiduciary to all of our clients. NS Capital's unique investment methodology captures the benefits of the institutional investing model, and delivers them to retail investors. Our proprietary approach is possible because NS Capital is privately owned and completely independent. This distinction alone stands out from an industry that is dominated by “advisors” who are often nothing more than “re-sellers” of distributors’ products.
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CLA (CliftonLarsonAllen)

CLA (CliftonLarsonAllen)

Reviews pending
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Founded

2012

Employees

1,001

Funding Summary

Not Provided

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About CLA (CliftonLarsonAllen)

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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Eide Bailly LLP

Eide Bailly LLP

Reviews pending
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Founded

1917

Employees

0

Funding Summary

Not Provided

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About Eide Bailly LLP

At Eide Bailly, they have forward-thinking partners, talented staff and a strong vision for their future. Their goal to double in size in five years is taking shape; two years into this endeavor, we find ourselves on track. Business is good.Many ask how they are able to experience steady growth. They are mindful of what’s important: hiring the best people, expanding their service lines, looking for new opportunities and finding better ways to serve their clients.
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Redpath and Company, Ltd.

Redpath and Company, Ltd.

Reviews pending
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Founded

1971

Employees

0

Funding Summary

Not Provided

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About Redpath and Company, Ltd.

Redpath and Company helps clients make more informed decisions that contribute to their financial well-being by providing proactive, innovative, and value-driven certified public accounting services for closely-held businesses, government entities, and not-for-profit organizations. Areas of expertise include audit and attest; personal, business, and international tax; entity structuring; mergers and acquisitions; valuations; succession and estate planning; state and local tax; and sales and use tax. With offices located in downtown St. Paul (headquarters) and White Bear Lake, Minnesota, the firm ranks as one of the top CPA firms in the Twin Cities with over 150 employees. Redpath and Company is a... Show More
Addition Wealth

Addition Wealth

Reviews pending
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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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Product Features

Not Provided.

Product Description

Addition Wealth helps employees make sense of Employee Stock Ownership Plans (ESOPs) by breaking down complex equity structures into clear, personalized guidance. Many employees are unaware of how ESOPs work, what their shares... Show More
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Ambrose Advisors

Ambrose Advisors

Reviews pending
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Founded

2002

Employees

0

Funding Summary

Not Provided

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About Ambrose Advisors

AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements. We have a concentrated focus on the utilization of an Employee Stock Ownership Plan ("ESOP") as an exit planning solution.
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Blue Ridge ESOP Associates

Blue Ridge ESOP Associates

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Founded

1988

Employees

101

Funding Summary

Not Provided

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About Blue Ridge ESOP Associates

Founded in 1988, Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry. We work with clients in a diverse spectrum of industries and with plans ranging in size from 15 to over 17,000 employees. We exceed client expectations through personal attention, a proactive, team-oriented approach, and a focus on timeliness and technological innovation. Our supportive, challenging environment fosters respect, integrity and professional growth among our staff. Our mission is to be the ESOP and 401(k) Administration firm of choice.
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Boulay

Boulay

Reviews pending
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Founded

1934

Employees

0

Funding Summary

Not Provided

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About Boulay

We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you and integrating our depth of experience in accounting, tax and other financial services designed to “help you get there.”
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Frequently Asked Questions

What are ESOP Consultants?

ESOP consultants are specialized professionals who help companies establish, implement, and manage Employee Stock Ownership Plans (ESOPs). They provide expertise in plan design, legal compliance, valuation, financing, employee communication, and ongoing administration to ensure successful ESOP transitions and operations.

What are the main Benefits of establishing an ESOP?

Benefits include significant tax advantages for selling owners, improved employee motivation and retention, succession planning solutions, preserving company culture and jobs, potential financing advantages, enhanced company performance through employee ownership, and providing retirement benefits for employees without direct cost.

What's involved in the ESOP Implementation Process?

Implementation includes feasibility analysis and planning, company valuation, legal documentation and plan design, financing arrangements, regulatory filings and approvals, employee communication and education, transaction execution, and ongoing administration setup. The Process typically takes 6-12 months from start to completion.

How much do ESOP Consultants typically charge?

Fees vary significantly based on company size, transaction complexity, and services required. Expect to pay $50,000-200,000+ for implementation services, with ongoing annual fees of $15,000-50,000+ for administration and support. Large, complex transactions may cost significantly more.

Are ESOP Consulting Fees tax-deductible?

Many ESOP-related fees are tax-deductible business expenses, including consulting fees for feasibility studies, implementation costs, and ongoing administration expenses. However, specific tax treatment can vary, so it's important to consult with tax advisors about deductibility of specific costs.

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