Employee Stock Ownership Plans (ESOP) Advisory Services

Our team approach to servicing clients brings better ideas and more diverse thinking to help our clients meet their goals. Our holistic approach to clients provides all-inclusive solutions. We have relationships with trustees, attorneys, third-party administrators and financial institutions which assists us in providing the most knowledgeable professional advice available in this very specialized field.

Our Benefits Practice Group is a distinct business area for Meaden & Moore. We provide consulting, audit and tax services for more than 200 benefit plans, including several ESOPs, which encompass newly formed ESOPs to mature ESOPs. We are actively involved in The ESOP Association and the Ohio Employee Ownership Center. Our professionals frequently speak at industry events.

ESOP Companies

Meaden & Moore understands 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. We provide comprehensive internal training to assist our staff in becoming highly skilled business advisors.

Our services include:

• Audited, Reviewed or Compiled Financial Statements
• Tax Planning and Preparation
• ESOP Plan Audits
• Assistance in Applying ESOP Accounting
• Employee Communication and ESOP Education Consulting
• Management Transition Planning

Companies Considering an ESOP

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 services include:

• Transaction Consulting and Assistance
• Review of ESOP Feasibility Study – Is It Right for Your Company?

If you are interested in learning more about our ESOP Advisory Services, schedule a meeting by completing the form.