Employee Stock Ownership Plans
Helping Build Lifelong Prosperity
Whether managing an existing ESOP company or considering whether you should implement one for your business, you are facing unique opportunities and challenges. Our dedicated team of experienced professionals serve as business, tax, accounting, and valuation advisors, offering you a wide range of services from ESOP consideration to the closing of the transaction. Additionally, our close and long-term relationships with trustees, attorneys, and financial institutions committed to ESOPs mean we can build a team to provide you with the best resources available.
Employee Stock Ownership Plans
Services Offered
- ERISA Compliance
- Certified Annual Valuations
- Trustee Advisory Services
- ESOP Feasibility Studies
- ESOP Plan Audits
- Executive Benefits Structuring and Modeling
- Financial Statement Audit, review, compilation
- Mergers and Acquisition due diligence
- Succession Planning and Executive Compensation Studies
- ESOP Transactions
- Valuation Report Review
With Flagel Huber Flagel, you get:
- Team that is actively involved in:
- The ESOP Association
- The National Center for Employee Ownership
- Team that is continually being asked to give presentations and lectures at ESOP Association meetings and conferences.
- Dedicated Partners and Managers with 25+ years experience
- Member of BDO Alliance, USA – access to vast resources while maintaining personal relationships
- Three convenient offices in Southwest Ohio
Let's Talk
Terry Yoho, CPA
Terry Yoho is ready to help you with Employee Stock Ownership Plans.
You can contact Terry at 513.583.4045 or send a quick email here.