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Employee Stock Ownership Plan (ESOP)

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Advisory Services for ESOP Companies & Businesses Considering an ESOP

When you work with BKD, you gain access to national resources with a focused passion for employee stock ownership plans (ESOP). We know privately owned businesses face unique issues, so we do everything we can to understand your ESOP's objectives and how the regulatory climate affects it.

During the past decade, we've worked with some of the country's largest 100 percent ESOP-owned S corporations, acting as the principal closing coordinator for more than $2.7 billion in leveraged ESOP transactions.

We've provided accounting, tax, and advisory services ranging from acquisition assistance to executive compensation design. Our ESOP team also can educate your employees—from the CEO down—about the plan benefits and the importance of each person’s part in making it work. Other services include ESOP feasibility, coordinating ESOP transactions, restructuring existing ESOPs, analyzing potential acquisition opportunities, ESOP repurchase analysis, and ESOP record-keeping and compliance services.

Whether it's a mature ESOP or one that's just getting started, contact a trusted advisor near you to find out how BKD can help your plan soar.

Simply Tax I Heart ESOPsSimply Tax I Heart ESOPs

Audit, Accounting, & Assurance

Financial analysis is more sophisticated than ever. BKD Trusted Advisors can help you with your audit, accounting, and assurance needs.

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Exit Strategy

Regardless of whether you're looking to sell of all or part of your business, BKD's trusted advisors are dedicated to helping find the best exit strategy for you and your business.

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Tax

BKD annually prepares thousands of tax returns for individuals, various types of businesses, trusts, and tax-exempt entities. We also provide a variety of tax planning and consulting services.

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We have 41 offices in 19 states , with BKD Trusted Advisors™ who offer solutions for clients across the country.

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