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ESOP Expertise

HLB Gross Collins, P.C. has in-depth knowledge, experience, and resources to help clients manage the opportunities and challenges of Employee Stock Ownership Plans. We work closely with clients to help protect their assets and maximize value. Careful planning can help identify new opportunities and mitigate the challenges that are unique to ESOPs and not often encountered under other ownership structures. We have advised and serviced clients through all phases of the ESOP transaction from feasibility studies when the ESOP is being considered, through the closing of the transaction and ongoing operations and reporting.

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ESOP Services

  • ESOP Plan Audit
  • Guidance in applying ESOP accounting
  • Entity and transaction structuring
  • Transaction guidance
  • ESOP feasibility studies
  • Financial statement audit, review compilations
  • Succession planning
  • Tax planning services
  • Tax structuring