ESOPs are complex and require specialized proficiency, skill, and experience. As part of Berman Hopkins CPAs & Associates, our proven process helps you efficiently transition to your newly formed ESOP. We combine our audit, tax, and consulting expertise with our extensive ESOP financial advisory experience to help privately held middle-market companies build sustainable, long-term success.

 

Our team delivers thoughtful advice and rigorous financial and tax diligence, focusing on long-term value, minimized risk, and maximized growth opportunities. Our method highlights proactive communication, responsiveness, and high levels of partner participation throughout the transaction. 

 

We work closely with stakeholders, including selling shareholders, key management, and employees, to provide customized ESOP services. Each engagement is coordinated through a single point of contact, ensuring maximum efficiency and alignment throughout the acquisition or divestiture transaction.

 

We support your internal culture. From educating employees to advising board members, we help strengthen your ownership mindset. As nationally recognized ESOP advisors and thought leaders, we actively engage with organizations such as The ESOP Association, NCEO, ESCA, and Expanding ESOPs. Additionally, we are frequent speakers at industry events and webinars.

 

We love what we do. Our passion and commitment result in meaningful, purposeful experiences for our clients and their employees.