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Employee Stock Ownership Plan

The Ideal Solution
Is an ESOP for me?

Our Services

EMPLOYEE STOCK
OWNERSHIP PLANS

ESOP's can be a win-win-win for owners, employees, and the company. Find out how we can facilitate your ESOP.

SUCCESSION
STRATEGIES

We'll guide you through the steps you'll need to take for the creation and execution of a successful plan.

MERGERS AND
ACQUISITIONS

We facilitate business acquisitions, divestitures, management buy-outs and recapitalizations.

Business Succession Planning Key Concepts

Business Transition Advisors (BTA) has a collective business experience that provides a unique perspective to address personal liquidity opportunities that may include a stock or asset sale, Employee Stock Ownership Plan (ESOP), recapitalization, estate and gift or other transfers of ownership. We advise business owners on ownership and management succession as well as exit strategies to ensure a smooth and effective transition to a new ownership and management structure.
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SERVING OUR CLIENTS NATIONWIDE

With twelve offices strategically located across the U.S. we are expertly positioned to help serve you anywhere your company needs to be served. 

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BTA News

LOOKING TO ESTABLISH YOUR ESOP?

Fill out our free online consultation form to see if an ESOP is the right fit for your company.

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