​ESOPs have many complex and moving parts that require specialized knowledge, skill, and expertise. Our proven process will help you efficiently navigate and transition to your newly-formed ESOP. As part of Berman Hopkins CPAs & Associates, we combine our in-depth understanding of audit, tax, and consulting services with our ESOP financial advisory experience to service privately held middle-market companies in transition. With a deep understanding of audit, tax, and consulting services, combined with our ESOP financial advisory experience, we help privately held middle-market companies achieve sustainable success. Our team provides thoughtful advice and thorough financial and tax diligence, focusing on creating ESOPs that deliver long-term value while minimizing risk and maximizing opportunities for growth.

 

Our method highlights proactive communication, responsiveness, and high levels of partner participation throughout the transaction. We work closely with company stakeholders – selling shareholders, key management, and employees – to provide customized ESOP services. For each engagement, the necessary resources are coordinated through a single point of contact to provide maximum coordination, efficiency, and focus throughout the acquisition or divestiture transaction.

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We educate and communicate with employees, guide board members, and other stakeholders to suggest options that enhance your ownership culture. As nationally recognized advisors and thought leaders, we are actively involved with many state chapters of The ESOP Association, National Center for Employee Ownership (NCEO), Expanding ESOPs, and Employee-Owned S Corporations of America (ESCA). We also contribute to numerous outlets on ESOP-related topics and frequently speak at industry events and webinars.

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We love what we do. Our genuine care translates into positive, powerful, and purposeful experiences for our clients and their employees