BREAKING NEWS

BMF Announces New Governance Structure

We are excited to announce a new governance structure for our firm, which will continue to strengthen our overarching strategic objective to remain independent while providing the high-quality, proactive service you expect and deserve.

Aligning Interest with Long-Term Goals

Whether managing an existing ESOP company, or considering selling to a newly formed ESOP, we bring in-depth knowledge, experience, and resources to help manage opportunities and challenges, protect assets, and provide innovative ideas.

We have served both 100% and partial ESOP companies, as well as ESOP plans, and understand the unique opportunities an ESOP provides to owners and employees, as well as the challenges under various ownership structures.

How we can help

We provide a full-range of services from ESOP consideration (feasibility studies) to the closing of the transaction.

  • ESOP company audits and plan audits
  • Tax planning and filings
  • Valuations
  • ESOP feasibility studies
  • Repurchase obligation forecasting
  • Deferred gain treatments
  • Leveraged ESOPs
Considering an ESOP?

 

If you are considering forming an ESOP, we can help determine if it is the right choice for you. There are several reasons why increasing numbers of companies are considering ESOPs, such as:

  • Business continuity
  • Employee motivation
  • Financing solutions
  • Management buyouts from private equity ownership
  • Retirement planning
  • Succession planning

 

Practice Leaders

James E. Merklin

Partner

Akron Office



330.762.9785
Directions

Cleveland Office



216.373.2500
Directions

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

Contact Us