ESOP

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THE PRESSURE OF MANAGING YOUR ESOP

Employee stock ownership plans (ESOPs) offer distinct opportunities, but they also present a particular set of difficulties. Managing an ESOP requires in-depth knowledge of financial components and extensive experience in establishing a plan.

Experience Matters

WNDE’s team of Employee Stock Ownership Plan professionals has vast experience in providing tax, accounting, and advisory services to employee-owned companies throughout the country. We work with clients in various industries, guiding them from the feasibility phase all the way through to the closing transaction. We know how to look for possible alternatives and will guide you through the tax implications of an ESOP.

The WNDE Difference

With nearly a century of service under our belt, White Nelson Diehl Evans is prepared and eager to help you reach your full potential. Our mission is to deliver quality, integrity, and balance in all aspects of client service. We achieve this mission by seeking to gain a complete understanding of your goals and aspirations, then working tirelessly to help you achieve them. It’s as simple as this—at WNDE, your success is our success.

To learn more about our ESOP services, contact a WNDE team member today.

What Can You Expect?

WNDE offers thorough and professional ESOP services tailored to your individual needs, including:

Services

  • Consultation in applying ESOP accounting
  • Employee communications
  • Entity and transaction structuring
  • ESOP feasibility studies
  • ESOP plan audits
  • Financial statement audit, review, and compilation
  • Litigation support
  • Mergers and acquisition due diligence
  • Succession planning and executive compensation studies
  • Tax structuring and planning/preparation
  • Termination guidance
  • Transaction opinions
  • Valuation updates

Clients

  • Legal advisors
  • Lenders
  • Owners/sellers
  • The ESOP plan
  • Trustee