ESOP
The Employee Stock Ownership Plan (ESOP) Services Group at Bober Markey Fedorovich has a long history of serving both 100 percent and partial ESOP companies as well as ESOP plans. Some of the services we provide include:
As well, if you are considering forming an ESOP, we can help determine if it is the right choice for you. There are several reasons why an increasing number of companies are considering forming ESOPs, such as:
We will work as a team with your advisors to assist in determining the viability and benefits of an ESOP as it relates to you and all aspects of the formation of the plan.
Members of:
- ESOP company audits and plan audits
- Tax filings
- Valuations
- Repurchase obligation forecasting
- Deferred gain treatments
- Leveraged ESOPs
- Dividend treatment
- Succession planning
- S Corporation ESOPs
- Fiduciary responsibilities
As well, if you are considering forming an ESOP, we can help determine if it is the right choice for you. There are several reasons why an increasing number of companies are considering forming ESOPs, such as:
- Employee motivation
- Financing solutions
- Succession planning
- Business continuity
- Retirement planning
We will work as a team with your advisors to assist in determining the viability and benefits of an ESOP as it relates to you and all aspects of the formation of the plan.
Members of:
- The Ohio Employee Ownership Center (OEOC)
- PKF North American Network (representing more than 85 ESOPs)
- The AICPA Employee Benefit Plan Audit Quality Center
Practice LeadersJames E. Merklin, partner
Michael J.Moldvay, sr. manager
Additional Resources ESOP valuations