You’re in the Driver’s Seat … We’ll Help You Navigate

ESOPs are like snowflakes, no two are exactly alike. That’s why we tailor our services to your ESOP, your in-house capabilities, your organization’s style and your unique ownership culture.

How our process works

Advice from the ESOP experts

“ESOPs are complex and often confusing. Our customized ownership communication and training services ensure that your employee owners get accurate, understandable information.”
— Jim Bado

“There are many starting places for building an ownership culture. We work with the full spectrum of ESOPs: from established award-winning companies to those just getting started.”
— Cathy Ivancic

Strengthen your ownership culture – schedule a call today.