ESOP Partners

ESOP Partners is an employee-owned advisory firm and third-party administrator for employee stock ownership plans. It helps owners of closely held companies explore whether an ESOP fits their exit, with services that run from a readiness assessment and feasibility study through transaction structuring, plan design, recordkeeping, IRS filings and ESOP termination guidance.

The firm also works with existing ESOPs on administration, sustainability studies, repurchase obligation studies and culture and communication consulting, and offers ESOP support for 401(k) administrators. Initial readiness assessment and consultation are free and confidential, and fees for services are billed separately. ESOP Partners is based at 3601 E Evergreen Dr. in Appleton, Wisconsin, and serves clients across Wisconsin, the Midwest and the wider United States.