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 clients both 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
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.
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.
[fa icon="caret-right"] ESOP Administration
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[fa icon="caret-right"] Considering an ESOP
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[fa icon="caret-right"] The ESOP Partners Experience
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[fa icon="phone"] 920.659.6000
[fa icon="home"] 3601 E Evergreen Dr. #200, Appleton WI 54913
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