How We're Different

ESOP Partners, founded in 2006 by Aaron Juckett, is a team of ESOP experts determined to provide the best service in the industry.  Our business model is simple and effective: integrate proactive consulting with ESOP administration, using our expertise in both to reduce the risk of errors and missed opportunities.  This maximizes the value of administrative costs over time, saving both clients’ time and money.  We also offer these advantages:

  • ESOP Partners provides clients with a single ESOP expert as a point of contact throughout the lifecycle of the ESOP.  This helps ensure that your plan is optimally monitored, managed and maximized

  • Clients are engaged with a team that’s highly agile, eager and able to respond quickly to their needs, regardless of the size of their organizations

  • We’re able to better administer ESOPs – and prevent missteps – through our proprietary technology platform.  This tool also ensures compliance, speeds turnaround, and integrates administration with our strategic resources

  • The attention given to clients’ needs is never diluted – our company and team members are focused solely on ESOPs; our commitment to ongoing industry education and our knowledge is also laser-sharp 

Selling_To_An_ESOP_Icon-220px.png

The ESOP Partners Experience

With ESOP Partners, you get 360° of care.  Our model makes us uniquely able to provide a solution that maximizes the potential and optimizes performance of your ESOP and includes ESOP administration and consulting.  And, we’re there throughout the lifecycle of your ESOP, making sure the plan is monitored, managed and maximized.



experience-2.png
news-icon.png

ESOP Partners News & Upcoming Events

Our team participates in and speaks at ESOP conferences across the country.  Discover where we’ll be next as well as how we’ve helped companies like yours transition to employee-owned businesses.

Our Senior Team

Aaron Juckett
AARON JUCKETT

PRESIDENT

Sarah Trovato
SARAH TROVATO

MANAGING DIRECTOR

Vicki Graf
VICKI GRAFT

SR. ESOP CONSULTANT

Mike Young
MICHAEL YOUNG

SR. BUSINESS CONSULTANT

Mike Bertram
MIKE BERTRAM

SR. ESOP ADMINISTRATOR

Sara Exarhos
SARA EXARHOS

MARKETING & CLIENT SUPPORT COORDINATOR

Have a question? Contact our team

Interested in a career with ESOP Partners? View our Careers Page