Employee Stock Ownership Plans

Our team understands the value and challenges of an ESOP. We understand the unique opportunities an ESOP provides to owners and employees and know that the part of being proactive is having knowledgeable, trusted advisors on your side.

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Our team understands the value and challenges of an ESOP. We understand the unique opportunities an ESOP provides to owners and employees and know that the part of being proactive is having knowledgeable, trusted advisors on your side.

Our Accounting and Auditing Department prepares a significant amount of compiled, reviewed and audited financial statements for employee-owned companies. We understand the unique opportunities an ESOP provides to owners and employees, and have the wide-ranging knowledge, experience and resources to manage these opportunities, protect your assets and provide innovative ideas.

blum has long-standing relationships with outside advisors to the ESOP community. Our team works with your company, the valuation firm and third-party administrators within a timeline that meets your needs for filing and issuing participant statements. We will help you streamline annual and future benefits as well as develop ideas to fund current and future repurchase obligations.

Our services include:

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