ESOP Planning & ESOP Documents

Many A/E firms are adding an ESOP to their overall ownership transfer plan. The significant tax advantages of an ESOP make it an option worth evaluating. Hall & Company can demonstrate how an ESOP can be used to facilitate ownership transfer without compromising the direct ownership opportunities of a firm’s key staff. Our ESOP planning services can show how an ESOP works and can be effectively used by a design firm as a part of an overall ownership transfer plan.

Hall & Company provides ESOP Documents. We have a comprehensive ESOP checklist that allows us develop almost any variation of an ESOP allowable under IRS code. This leaves us with the task of working with you to help you understand these options and to specify a plan consistent with your preferences. Further, we can act as your agent with the IRS in order to obtain a determination letter that recognizes your plan as meeting all the requirements of an ESOP.