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Dedicated to our clients for the past 67 years.
THE POWER OF AN ESOP
Journey to an ESOP & Beyond works closely with clients at every stage of the Employee Stock Ownership Plan (ESOP) process to provide customized services that meet their needs. Our comprehensive approach identifies key opportunities and potential challenges to ensure your transaction conforms to the Department of Labor (DOL) process agreement, ensuring compliance, protecting the interests of all stakeholders, and setting the stage for a successful transition to employee ownership.
Podcast
ESOPs are gaining traction. In the Journey to an ESOP & Beyond podcast, Phillip Hayes and Jason Miller explain the process of the ESOP transaction and address ESOPs from a business owner’s perspective. They illuminate the simplicity of ESOPs and debunk misconceptions that ESOPs are immensely costly and complicated.
Transactions
Our clients span the United States from coast to coast. We have played a crucial role in launching, serving, and educating successful ESOPs in diverse sectors, including construction, manufacturing, and beyond. Additionally, we provide expert audit and tax services to ensure compliance and financial accuracy, supporting the long-term success of your ESOP.
Impact of ESOPs
Employee ownership transforms lives, offering business owners a chance to unlock potential, transform lives, and build legacies. Employees gain a stake in the company and a meaningful retirement plan, fostering workplace satisfaction, performance, and middle-class wealth. Learn more about the impact of Employee ownership transforms lives, empowering business owners to unlock potential, create opportunities, and build lasting legacies. Employees gain a stake in the company and a meaningful retirement plan, fostering workplace satisfaction, performance, and middle-class wealth. Learn more about the impact of ESOPs. .
Services
Our clients span the United States from coast to coast. We have played a crucial role in launching, serving, and educating successful ESOPs in diverse sectors, including construction, manufacturing, and beyond. Additionally, we provide expert audit and tax services to ensure compliance and financial accuracy, supporting the long-term success of your ESOP.
Training
Gain the knowledge to lead effectively with our tailored ESOP workshops.
ESOP Operations
Optimize compliance, efficiency, and shared success with our expert ESOP support.
Workshops
Foster success through our employee ownership and collaboration workshop programs.
Ongoing Support
Ensure long-term success with our ongoing ESOP advisory and support services.
Richard Haines, CEO
Joe Hurt, President
RLH is proud to have transitioned to a 100 percent employee-owned business. We appreciate the value that Berman Hopkins sell-side advisory team provided us. Working with “The ESOP Guy,” we felt informed, prepared, and confident throughout each of the steps on our Journey to an ESOP. We would highly recommend them to any selling shareholder’s considering an ESOP for their business!
Sandy King, President
In planning my company’s 100 percent ESOP transaction, the sell-side advice of “The ESOP Guy” proved invaluable by making the ESOP transaction process straightforward, efficient, and fun!
Darryll DeMarsh,
Vice President
We appreciate their expertise in helping us work through the ESOP process, as they were critical in the steps they took to create a successful transition.