Glass Buildings
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 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.

Vocal Recording

Journey to an ESOP

Podcast

Have you determined the best succession or exit strategy for your business? In this podcast, Phillip Hayes explains how an ESOP might be the right plan for your business.

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ESOP Process

Benefits to Selling Shareholders

The complexities and expense of moving through the ESOP process can significantly detract from the benefits that an ESOP solution creates. Therefore, there is a need to clarify the process of a potential ESOP transaction early on in the process.

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ESOP Solutions

Value-Added Tools

Employee Ownership is a powerful business succession option and a valuable tool to encourage employees, increase productivity, improve worker retention, keep jobs local, contribute to business longevity, and so much more.

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The Advantages 
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

Leather Briefcase

Implement an ESOP

From Start to Finish

Ready to enjoy the benefits of employee ownership? The ESOP Guy will walk you through the whole process. 

Casual Business Meeting

Already have an ESOP

Established ESOPs

Long before they were fashionable, we have been managing ESOPs. You will notice the difference immediately.

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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! 

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Sandy King
President

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!

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Darryll DeMarsh
Vice President

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.