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