Your Succession Plan Starts Here™

ESOPMarketplace.com, The Only ESOP Community Specialized In Matching Business Owners With The Best ESOP Advisors.

Learn MoreTake Our ESOP Quiz

Advisor Map

Our Professional ESOP Consultants and Legal Advisors are available in the following Cities throughout the United States, including your Hometown.

New York
Los Angeles
Chicago
San Francisco
Greenville-Spartanburg-Asheville-Anderson
Grand Rapids-Kalamazoo-Battle Creek
Boston
Atlanta
Houston
Phoenix
Denver
Portland, OR
Las Vegas
Nashville
Austin
Memphis
Oklahoma City
Tucson
Omaha
Baton Rouge

Philadelphia
Dallas-Ft. Worth
Washington, DC
Seattle-Tacoma
Harlingen-Weslaco-Brownsville-McAllen
Greensboro-High Point-Winston-Salem
San Diego
Detroit
Cleveland-Akron
Kansas City
Columbus, OH
Indianapolis
San Antonio
Baltimore
St. Louis
Birmingham
Jacksonville, FL
Salt Lake City
Louisville
Knoxville

Miami-Ft. Lauderdale
Tampa-St. Petersburg
Minneapolis-St. Paul
Raleigh-Durham
Cedar Rapids-Waterloo-Iowa City-Dubuque
Norfolk-Portsmouth-Newport News
Orlando-Daytona Beach-Melbourne
Hartford-New Haven
Cincinnati
Buffalo
New Orleans
Charlotte, NC
Milwaukee
Richmond-Petersburg
Lexington
Dayton
Syracuse
Savannah
Chattanooga
Madison

Oakland-San Jose
Sacramento-Stockton-Modesto
Providence-New Bedford
Albany-Schenectady-Troy
Ft. Smith-Fayetteville-Springdale-Rogers
Paducah-Cape Girardeau-Harrisburg
Pittsburgh
Rochester, NY
Fresno-Visalia
Tulsa
Albuquerque-Santa Fe
Charleston, SC
Columbia, SC
Shreveport
Spokane
Mobile-Pensacola
Ft. Myers-Naples
Green Bay-Appleton
Huntsville-Decatur
Toledo

West Palm Beach-Ft. Pierce
Harrisburg-Lancaster-Lebanon-York
Champaign-Springfield-Decatur
Davenport-Rock Island-Moline
Little Rock-Pine Bluff
Flint-Saginaw-Bay City
Wichita-Hutchinson
Charleston-Huntington
Roanoke-Lynchburg
South Bend-Elkhart
Colorado Springs-Pueblo
Tri-Cities, TN-NC-VA
Burlington-Plattsburgh
Waco-Temple-Bryan
Des Moines-Ames
Springfield, MO
El Paso
Jackson, MS
Portland-Auburn
Honolulu
Wilkes Barre-Scranton

Where We Are Going

What is an ESOP?

An ESOP is a type of qualified benefit that allows a business owner to sell their business to their own employees in the form of stocks. A team of advisors set up a trust for the employees, which borrows money and buys the entirety or part of the business, giving each qualifying employee a share according to an agreed-on formula, which is gradually paid off with a defined payroll contribution.

ESOPs are tightly regulated and have stringent fiduciary rules and compliance reporting requirements; in addition, since employees stand to become company owners and take an active role in decision making, it is critical to have a comprehensive employee communications strategy, and help everyone understand their new status, the inner workings of an ESOP, and the ways to secure the company’s – and the fund’s – long-term health and prosperity.

Learn More

Where We Are

ESOP Conferences

The ESOP Marketplace Conferences are professional gatherings dedicated to exploring and advancing the field of Employee Stock Ownership Plans (ESOPs). These events bring together business owners, financial advisors, legal experts, valuation professionals, trustees, and employee-owners to share insights and best practices on implementing, managing, and sustaining successful ESOPs. Attendees gain valuable knowledge about succession planning, corporate governance, employee engagement, and the economic benefits of employee ownership.

The conferences also provide extensive networking opportunities, allowing participants to connect with experienced ESOP service providers and companies that have successfully transitioned to employee ownership. Overall, ESOP Marketplace Conferences serve as a vital forum for education, collaboration, and innovation in the growing employee ownership community.to help schools implement ABA-based systems and solve challenges at the student, school, or district level. Available for both short- and long-term needs.

Learn More

News & Articles

ESOP News & Articles provide up-to-date insights, expert analysis, and practical guidance on trends, regulations, and best practices in the world of employee ownership and ESOP management.

Read More

Linda Morano, CFO, Barr and Barr

  Merri Ash is extremely easy to work with and very knowledgeable about ESOPs, working with her gives us a great sense of comfort. We have about 130 employees at several locations, and every…

read more

Where We Are

Click the button below and learn
more about how we can help you.

Contact Us Today