ESOP Services for companies 

With decades of experience supporting privately held businesses, our team understands the unique financial and operational complexities ESOP companies face—whether you're just starting out or managing a well-established plan.

  • Optimizing company balance sheet cash for financial flexibility and stability.
  • ESOP escrow and cash management: As an ERISA 3(38) investment fiduciary, we take on the responsibility of managing ESOP escrow funds and cash reserves that are not allocated to company stock, helping to preserve and optimize plan assets on behalf of participants.
  • Strategic ESOP repurchase liability management: Relying solely on operational cash flow to cover repurchase obligations may expose your company to unnecessary risk. We develop proactive solutions to address these liabilities, ensuring sustainability for both the company and ESOP participants.
  • Customized company-owned life insurance solutions to protect against key-person risks.
  • Captive insurance strategies designed to enhance risk management and cost efficiency.