JOURNEY TO AN ESOP
Dedicated to our clients for the past 65 years.
THE POWER OF AN ESOP
The ESOP Guy works closely with clients throughout the ESOP process to provide customized services that identify opportunities and issues. Our approach ensures that your transaction conforms to the Department of Labor (DOL) process agreement.
of an ESOP
ESOPs offer substantial tax benefits to business owners and their companies. Essentially, ESOPs are supplemental employee benefit plans which allow employees to participate in the financial growth of their company by accruing shares over time. Multiple studies show ESOPs correlate with increased employee productivity and boosted innovation. Organizations that utilize ESOPs also tend to boast high retention rates with employees that favorable attitudes towards the organization.
WE CAN HELP
Richard Haines, CEO
Joe Hurt, President
RLH is proud to have transitioned to a 100 percent employee-owned business. We appreciate the value that Berman Hopkins sell-side advisory team provided us. Working with “The ESOP Guy,” we felt informed, prepared, and confident throughout each of the steps on our Journey to an ESOP. We would highly recommend them to any selling shareholder’s considering an ESOP for their business!
In planning my company’s 100 percent ESOP transaction, the sell-side advice of “The ESOP Guy” proved invaluable by making the ESOP transaction process straightforward, efficient, and fun!
We appreciate their expertise in helping us work through the ESOP process, as they were critical in the steps they took to create a successful transition.