ESOP Plus

The ESOP Plus® team uses employee stock ownership plans, stock options, stock appreciation rights, phantom stock and other tax advantaged employee ownership techniques to help clients protect their family's financial future, reward their loyal employees and secure the legacy and core philosophy of the businesses they have created and nurtured. ESOP Plus® is one of the most sophisticated middle market ESOP and employee ownership teams in the nation. The team is able to call on other affiliated specialized colleagues with experience in mergers, acquisitions, private equity buyouts, management buyouts and leveraged buyouts, creditor rights, litigation, commercial law and wealth transfer to present clients with a full range of options to match their goals.