Wealth Management Industries Resources Careers Find an Advisor About Us Contact Us Client Payment Login ESOP ADVISORY Ask a question ESOP KNOWLEDGE AND GUIDANCE When considering the prospect of selling the business you worked hard to build, it’s natural to worry about the operation of the company and your employees’ future. ESOPs or Employee Stock Ownership Plans are a smart alternative exit strategy for owners of closely-held businesses. The option can help ensure the continuation and legacy of the company while delivering financial rewards for the owner and the employees. Our ESOP Advisory team is here to help you do exactly that. As a leading CPA firm, our expert ESOP Advisory team serves more than 125 ESOPs throughout the nation. Boulay’s ESOP Advisors serve business owners, corporations, and ESOPs from the early stages of the owner considering an exit strategy, the transition to an ESOP owned business to mature ESOPs needing ongoing ESOP advice and financial reporting solutions. ESOP ADVISORY SERVICES Feasibility Study Repurchase Obligation and Sustainability Studies Transaction Advisory Services Third-party Administration Plan Design Audit Services Tax Services INVESTED IN YOUR PROCESS Our ESOP Advisory team partners with you, your attorneys and other stakeholder to ensure that the ESOP structure, transaction, plan design and transition is successful for the selling shareholders and ongoing ESOP participants today and into the future. Many clients leverage Boulay’s integrated ESOP knowledge to guide them through the initial transaction and post transaction as their advisor assisting them with ongoing Third-Party ESOP Administration, ESOP Sustainability and Repurchase Studies, Audit and Tax needs. With a long history of serving ESOP owned businesses, we understand how an ESOP company’s motivations can differ compared to a privately owned company when it comes to understanding your goals and objectives as an ESOP owned company, minimizing taxes, cash flow and legacy continuity. That’s why we advocate and stay current on what matters most to ESOP owned companies. You will often find our ESOP Advisory team members participating, learning and speaking at many different ESOP associations. National Center for Employee Ownership (NCEO) The ESOP Association Employee Owned S Corporations of American (ESCA) Minnesota Center for Employee Ownership (MNCEO) Whether you are looking for help determining if an ESOP is a right fit for your company or assistance with the transaction process, our Boulay ESOP Advisory team is here to help you get there. BROCHURES Download Our ESOP Lifecycle Consulting Brochure Download Our ESOP Feasibility Studies Brochure Download Our ESOP Administrative Services Brochure Download Our ESOP Sustainability Consulting Brochure ESOP TEAM LATEST INSIGHTS View more insights November 24, 2021 A BRIEF HISTORY: ESOPS & EMPLOYEE OWNERSHIP Many people are surprised to discover the numerous benefits that Employee Stock Ownership Plans (ESOPs) … Read Full Post November 24, 2021 PROPER WORKER CLASSIFICATION FOR EMPLOYMENT TAX COMPLIANCE Changing Workforce and Laws The COVID-19 pandemic changed many aspects of our life and work. … Read Full Post FIND OUT IF ESOP IS RIGHT FOR YOU To learn more about ESOPs and how we can help, contact us at 952.893.9320 or connect with Dan Markowitz. Meet Dan SUBSCRIBE TO OUR NEWSLETTER SUBSCRIBE NOW CONTACT Eden Prairie, MN Minneapolis, MN (952)893-9320 Naples, FL (239)325-1100 COMPANY About Us Services Industries Knowledge News & Events Careers Contact Us Secure File Transfer Disclaimer Privacy Policy Peer Review Report ADV Document Form CRS Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC |©2021 Boulay | All rights reserved. FINRA BROKER CHECK