ESOP Consulting Services

Employee Stock Ownership Plan (ESOP) Advisory Services

Meaden & Moore has assembled a team of professionals with the technical and industry expertise necessary to provide proactive advice to ESOPs. We understand the accounting, tax, and business issues which at times can be a challenge to ESOPs, and recognize the distinct opportunities an ESOP provides to its employee-owners.

As ESOP advisors, we keep our clients informed on current developments that affect ESOPs, and we provide comprehensive internal training designed to develop highly skilled business advisors, along with attending continuing professional education.

Our Benefits Practice Group is a distinct business area for Meaden & Moore. We provide benefit plan consulting, audit, and tax services for more than 200 benefit plans, including several ESOPs which encompass newly formed ESOPs to mature ESOPs.

Meaden & Moore is actively involved in The ESOP Association and the Ohio Employee Ownership Center. Our professionals speak at industry events and have contributed articles on ESOP-related topics.

In addition to working with ESOP clients, we also help companies consider an ESOP structure. Our team will help you understand how an ESOP works, the benefits and risks of employee ownership, what the process looks like, and whether or not it’s right for you.

Our ESOP Services

  • Audited, Reviewed, or Compiled Financial Statements
  • Tax Planning and Preparation
  • Transaction Consulting and Assistance
  • Review of ESOP Feasibility Study – Is It Right for Your Company?
  • Review of Repurchase Obligation Study
  • Assistance in Applying ESOP Accounting
  • Employee Communication and ESOP Education Consulting
  • Management Transition Planning

Our team approach to servicing clients brings better ideas and more diverse thought to helping our clients and our holistic approach to clients, both business and personal means all-inclusive solutions.

Also, our relationships with trustees, attorneys, ESOP third-party administrators, and financial institutions committed to ESOPs means we can provide a team with the best resources and most knowledgeable professional advice available.

Call 866-752-4651 or contact us to speak with one of our experts to learn more about our comprehensive ESOP services and what to consider when implementing an ESOP.


Web Tax Guide


ESOPs: Are They the Right Ownership Strategy