ESOP

An ESOP (Employee Stock Ownership Plan) may be an effective financial tool to help growing companies assist in equity transfer with tax favored results.  Few CPA firms have recognized experts in this area.  Our partner, Howard Gross, is a member of the State of Indiana Treasurer’s ESOP Advisory Committee.

BGBC Partners, LLP is recognized in Indiana as a premier provider in ESOP professional services.  Our Firm assists clients with the design and implementation of the ESOP from the start to its completion; including the selection of plan professionals, plan design, tax benefit analysis, cash flow analysis, and assisting in valuation and actuarial matters.  Working with BGBC will improve the financial results of any ESOP transaction.  We serve both leveraged and non-leveraged ESOP plans and are a trusted advisor.

For more information, e-mail Howard Gross at howardg@bgbc.com.