Aligning Interest with Long-Term Goals

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

We have a long history of serving both 100 percent 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.

ESOP Services

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
  • Financing assistance
  • M&A due diligence
  • Dividend treatment
  • Management and ownership succession planning
  • S corporation and C corporation ESOPs
  • Fiduciary responsibilities

 

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:

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

 

Practice Leaders

James E. Merklin

Partner-in-Charge

Akron Office



330.762.9785
Directions

Cleveland Office



216.373.2500
Directions

CONTACT US TODAY TO START DISCUSSING YOUR OPTIONS

 

Contact Us