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ESOP Plan Design

Plan design is about much more than determining the plan's eligibility requirements, vesting schedule and distrubution provisions. The key to successful plan design is to determine the company's H.R. and financial goals and to structure the terns of the ESOP Plan and trust to best achieve those goals. This requires years of experience dealing with hundreds of ESOP companies for only by being exposed to a vast array of "real life" ESOP situations can a consultant be equiped to advise you on how to best design your plan. 

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3350 Players Club Pkwy,
STE 330
Memphis, TN 38125

901.259.7979
Fax 901.682.8653
Email info@execfin.com