Our expertise is focused on both the technical and business aspects of running your ESOP.
We understand the ERISA issues surrounding your plan including design, compliance and quantification (our core business). Our repurchase studies help clients understand the pension like promise of the ESOP.
As former CEOs and CFOs of ESOPs we consult on financial analysis, mergers, acquisitions and sales. Our viewpoint may be consulting, but we are also operators.
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