Investment Banking services to help with merges, acquisitions, and buyouts

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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Consulting

Does your organization need assistance with auditing its employee benefit plan? Are you looking to mitigate opportunities for fraud or theft in your business? Do you need assistance with finding the right IT solution? Are you planning for your future, professionally, or personally? 

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Cybersecurity & IT Risk

Are your defenses strong enough to withstand a cyberattack? We can help remedy weaknesses in your systems or respond to a breach if you've already been hit by hackers.

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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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Forensics, Investigation, Litigation

BKD Trusted Advisors™ understand the role that consultants, damages experts, and fraud investigators play in litigation. BKD has some of the leading professionals in services like forensic accounting, digital forensics, BKD Analytics, litigation support, and more! Learn about all of our services.

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Cost Segregation in Real Estate

A cost segregation study can help you accelerate depreciation tax deductions, enhancing your property’s financial return. Find out how BKD’s cost segregation professionals can help you identify tax savings embedded in your real estate holdings.

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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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Technology Services

Companies rely heavily on information technology for day-to-day operations. BKD’s dedicated team of IT risk advisors can help your organization achieve data security and guard against cyberthreats.

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We have 40 offices in 18 states, with BKD Trusted Advisors™ who offer solutions for clients across the country.

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