We simplify the process of selling your business to your employees through an Employee Stock Ownership Plan (ESOP). Our comprehensive service includes tailored educational resources and expert guidance to navigate the ESOP transaction, ensuring a smooth transition.

Partner with us to offer your clients an additional buyer option — their employees. Our collaboration enables you to understand the benefits of sales to employees, thoughtfully advise your clients on this option, and help to facilitate ESOP transactions.

Make repurchase obligation (RO) analysis easier and more accurate. Our technology helps you create your own robust projections, generate new scenarios in seconds, and explain the analysis in language you can understand. Our team works personally with you to customize the system to the nuances of your ESOP.