Who We Are
ESOP Partners is Here to Help
Since 2006, our ESOP advisors have helped lives and businesses change for the better through the power of employee ownership.
ESOP Partners guides business owners as they launch successful employee stock ownership plans, and provides unparalleled support and expertise to existing ESOPs, with customers across Wisconsin, the Midwest, and the United States.
These core values support everything we do:
In fact, we’re an ESOP, too. Our unique combination of in-depth experience in consultation, ESOP launches, and third-party administration is strengthened by our day-to-day experience as employee owners.
What it’s Like to Work With ESOP Partners
An employee stock ownership plan is a uniquely flexible qualified retirement benefit plan, employee ownership vehicle, and business transition tool—and our model makes us uniquely capable of helping clients maximize the potential and optimize the performance of their ESOP through our third-party administration (TPA) services, as well as our consulting and advisory services. We’re here throughout the entire ESOP lifecycle, from initial feasibility assessment on, ensuring your plan is monitored, managed, and maximized to meet your objectives.
In fact, about 70% of clients who explore ESOP feasibility with us complete their business transition to employee ownership within three years (with most selling shareholders staying involved as company leadership).
As an ESOP Partners client, you can expect best in class care that includes:
Why We’re Here
We see it all the time; it’s why we do what we do:
Business owners who’ve invested their lives building companies that create jobs and support communities are able to access the equity from their business and enjoy the benefits of the wealth they’ve built, while leaving the legacy of a successful business—keeping those jobs in their community.
Employees who’ve contributed to profitability and growth get the benefit of business ownership stakes and a meaningful retirement benefit that builds middle-class wealth in America and raises the bar for workplace excellence.
Businesses reap multiple, ongoing benefits after transitioning to an ESOP company, including:
- Tax advantages that support cash flow to continue growing and innovating
- An additional, valuable employee benefit to recruit and retain quality workers
- Employees who engage in “ownership thinking” with an eye toward productivity, efficiency, and profitability
Learn more about who benefits from an ESOP:
Who We Serve
Shareholders of closely held companies who are investigating exit strategy options consult with ESOP Partners to evaluate whether and how to make employee ownership a reality for their business.
Established ESOP companies come to ESOP Partners for industry-leading third-party administration services, advisory and consulting, and services to support long-term ESOP sustainability.
Our customers span the United States from coast to coast. We’ve helped launch, serve, and administer successful ESOPs in manufacturing, construction, engineering, retail, grocery, restaurant, radio, and beyond.
Read about select recent ESOP transactions:
Where We’re Going
We have a vision to become nationally recognized as the best ESOP in the country.
Here’s how we’re achieving that goal:
- We put the customer first
- We keep our promises
- We ask questions and listen closely to identify opportunities for improvement
- We’re resilient in the face of challenges and use feedback to grow professionally and personally
- We make room for collaboration and comradery, we celebrate our differences, we love what we do
- We communicate in ways that build trust and respect
Does this sound like you?
Apply today to join the ESOP Partners team.
Have a question?
Experience an innovative difference in ESOP service providers.
Schedule a consultation today.