ESOP Partners

Esop Partners

Financial Services, 3601 E Evergreen Dr, Appleton, Wisconsin, 54913, United States, 11-50 Employees

esoppartners.com

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Who is ESOP PARTNERS

ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP. Our business model is simple and...

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  • 3601 E Evergreen Dr, Appleton, Wisconsin, 54913, United States Headquarters: 3601 E Evergreen Dr, Appleton, Wisconsin, 54913, United States
  • 2006 Date Founded: 2006
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 7299 | NAICS Code: 541611 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ESOP PARTNERS

ESOP Partners Org Chart and Mapping

Employees

Eliza Staszak

Administrative Assistant

Jacob Niehof

Senior Esop Administrator

Michelle Cargile

Assistant Esop Administrator

Jason Wellman

Director of Ownership Culture

Michelle Cargile

Assistant Esop Administator

Sara Exarhos

Project Administrator/Marketing & Client Support Coordinator

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Frequently Asked Questions Regarding ESOP Partners

Answer: ESOP Partners's headquarters are located at 3601 E Evergreen Dr, Appleton, Wisconsin, 54913, United States

Answer: ESOP Partners's phone number is 92********

Answer: ESOP Partners's official website is https://esoppartners.com

Answer: ESOP Partners's revenue is $5 Million to $10 Million

Answer: ESOP Partners's SIC: 7299

Answer: ESOP Partners's NAICS: 541611

Answer: ESOP Partners has 11-50 employees

Answer: ESOP Partners is in Financial Services

Answer: ESOP Partners contact info: Phone number: 92******** Website: https://esoppartners.com

Answer: ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP. Our business model is simple and effective: integrate proactive consulting with ESOP administration, using our expertise in both to reduce the risk of errors and missed opportunities. Weve developed an ESOP-specific proprietary technology platform designed to better administer ESOPs and prevent missteps. ESOP Partners cost is contained due to relatively low overhead, yet value delivered far exceeds other firms. Senior company members have CPA credentials. ESOP Partners experts are recognized as industry leaders featured in national industry speaking engagements. We provide comprehensive ESOP administration services. ESOP Partners adds important value to clients through our broad range of services and unparalleled experience. We offer comprehensive ESOP administration and compliance testing services (including 409(p)) to help you satisfy your fiduciary obligations. We also provide fully integrated ESOP consulting services. Our Strategic Planning Suite of Solutions help ease your fiduciary and administrative responsibilities and ensure the sustainability and long-term success of your ESOP. Our consulting services for prospective ESOP companies include: Free preliminary ESOP assessments Feasibility studies Plan design and implementation Initial transaction planning, structuring and management Ownership culture consulting

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