Employee Stock Ownership Plan (ESOP)

Advisory Services for ESOP Companies & Businesses Considering an ESOP

FORVIS offers national resources with a focused passion for employee stock ownership.

From our experience working with approximately 400+ ESOP clients, FORVIS understands privately owned businesses and the unique succession issues they face. During the past decade, we have worked with some of the country's largest 100% ESOP-owned S corporations, acting as the principal closing coordinator for more than $2.7 billion in leveraged ESOP transactions. We stay abreast of legislative changes that could affect ESOPs, offer assistance to companies regarding the potential impact to their organization, and provide a variety of professional services to employee-owned clients. Additionally, FORVIS is a top provider of auditing services for ESOP plans.

We provide accounting, tax, and advisory services ranging from acquisition assistance to executive compensation design. Our ESOP team also can educate employees, including CEOs, about the plan benefits and the importance of each person's part in making the plan work. Other services include ESOP feasibility, coordinating ESOP transactions, restructuring existing ESOPs, analyzing potential acquisition opportunities, ESOP repurchase analysis, and ESOP record-keeping and compliance services.

Whether it’s a mature ESOP or one that is just getting started, contact a professional at FORVIS and find out how we can help you.

How FORVIS Can Help

ESOP Accounting & Auditing
ESOP Feasibility & Structure Analysis
ESOP Valuation
Transaction Coordination Assistance
Restructuring of Existing ESOPs
Evaluation of Acquisition Opportunities
Repurchase Liability & ESOP Sustainability Analysis
Record-Keeping & Compliance Services
ESOP Benefits Communications for Employees
Executive Compensation Design
ESOP Holding Company Services

Client Experience Story

Watch Daniel Goldstein, President and CEO of Folience™, an ESOP-owned holding company, share the benefits of working with FORVIS and the insights we bring to companies with ESOPs.