We’re celebrating our 20th anniversary, marking two decades of helping business owners and ESOP companies maximize the transformative power of employee ownership.
To recognize this milestone, we created a short video that honors the people, partnerships, and shared commitment to employee ownership that have shaped our journey.
Founded in 2006 and headquartered in Appleton, Wisconsin, we help closely held business owners launch successful employee stock ownership plans, and we provide ongoing support, administration, and advisory services to established ESOPs. We serve customers across Wisconsin, the Midwest, and the United States, bringing experience in ESOP feasibility, ESOP launches, and long term ESOP sustainability.
We believe employee ownership changes the lives of business owners, employees, and the communities their companies support. As we reflect on the last 20 years, we are grateful to our clients, our employee owners, and our professional partners for the trust you have placed in us and for the talent and dedication that have helped shape ESOP Partners.
Milestones reflecting growth, innovation, and client experience include the following.
Net Promoter Scores consistently in the 80s on a rolling 12 month average, recently reaching the low 90s
Less than 1 percent annual client turnover, reflecting long term client relationships and sustained value
The introduction and continued growth of ESOP Care™, our engagement, sustainability, and corporate governance offering designed to help companies strengthen ownership culture and support long term ESOP success
Expansion of our thought leadership efforts, including our YouTube Ownership Series, a collection of client success stories that celebrates ESOP companies and helps prospective employee owners hear directly from organizations that have found success with an ESOP
We were built around the belief that employee ownership is both a powerful business transition tool and a meaningful retirement benefit that helps build middle class wealth. Because we are an ESOP ourselves, we also bring a day to day perspective as employee owners to the work we do in serving ESOP companies.
We are an employee owned firm based in Appleton, Wisconsin, providing ESOP consulting, advisory services, and third party administration. We help closely held businesses evaluate ESOP feasibility and complete successful transitions to employee ownership, and we support established ESOP companies with administration and strategies that promote long term sustainability. We serve clients across Wisconsin, the Midwest, and the United States across industries including manufacturing, construction, engineering, retail, grocery, restaurant, radio, and more.
To mark this milestone, we created a short video celebrating the people, partnerships, and shared commitment to employee ownership that have shaped our company's journey.