ESOP Services

An Employee Stock Ownership Plan is a qualified retirement plan under the provisions of the U.S. Department of Labor and the Internal Revenue Service. Selling stock to an ESOP is one of the alternatives for a business owner to sell a portion of, or to sell the entire business. The ESOP transaction carries with it tax advantages in certain situations. Once established and funded, the ESOP may have certain requirements for compliance with DOL and IRS rules. Rivero, Gordimer & Company has experience in assisting with the implementation of the ESOP and with providing the yearly compliance services to an established ESOP.

Rivero, Gordimer & Company’s ESOP team provides pertinent services including:

  • ESOP implementation (feasibility analysis and assemble the legal, TPA, valuation, and financing team and guide the business through the process)
  • Fairness opinion
  • Yearly compliance valuation
  • Yearly compliance audit
  • Finance procurement assistance
  • Tax planning

Industries we provide ESOP services for:

Rivero, Gordimer & Company has the requisite industry experience to assist with ESOP services for businesses in the following industries::

In addition, Rivero, Gordimer & Company has worked with companies operating as:

  • Not-for-profit entities
  • Franchisees and Franchisors
  • Manufacturer’s Representatives
  • Government Contractors

Want to talk to Rivero, Gordimer & Company about ESOP services?