• ESOP Advisory Services

The unique understanding our clients need.

Employee Stock Ownership Plans (ESOPs) are a unique tool for business owners who are looking to sell some or all of their business, while maintaining a legacy for valued employees. BDO offers full-service transaction advisory services for business owners who want to adopt this model. Our services include:
  • Feasibility and tax analyses
  • Financing for leveraged ESOPs
  • Benefit plan design and analyses
  • Merger/acquisition comparative analyses
  • Income tax and accounting for ESOPs