Our Vision: We are Building Better Capitalism by helping business owners transition their companies to their employees via an ESOP.
We are a Unique ESOP Advisory Firm
- We distinguish ourselves with the highest level of integrity with open, honest communication and sophisticated corporate finance advice for our clients.
- We further distinguish ourselves by not simply installing an ESOP for just any company. We believe the company must be well-suited for an ESOP.
- We believe an ESOP should be in the best interest of all parties and should be structured for long-term, measurable success.
- We measure success by determining if we accomplished the goals of the business owner and by calculating the wealth that is created for employees over time.