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.

400+ ESOP clients; a top provider of ESOP Audits in the U.S.

How FORVIS Can Help

ESOP Accounting & Auditing
ESOP Feasibility & Structure Analysis
Transaction Coordination Assistance
ESOP Valuation
Restructuring of Existing ESOPs
Analyzing Potential Acquisition Opportunities
ESOP Sustainability & Reporting Analysis
ESOP Record-Keeping & Compliance Services
ESOP Employee Communication
Executive Compensation Design
ESOP Holding Company Services

View our client experiences from Folience™, Houchens Industries, Inc., and JASPER^® as they share the benefits of working with FORVIS and the insights we bring to our ESOP clients.

Benefits of ESOPs

Hear from Cara Benningfield, who leads the firm's national ESOP consulting practice, on the benefits companies can receive by forming an ESOP, and watch Partner Chad Lewis explain ESOP benefits for S corporations.

Businesswoman discussing with colleagues

Continuing a Legacy

For more information on the benefits of ESOPs and how to use one as a succession-planning vehicle, as well as managing appropriate accounting methods and financial reporting to advanced sponsor topics, watch our informative webinars.

View Webinars