Steps to set up an Employee Stock Ownership Plan (ESOP)

Our dedicated team will guide you through the process

The process of setting up an ESOP is complex, with numerous rules and requirements that are distinct from other qualified plans. The members of the USI Consulting Group’s ESOP Practice Group average more than 20 years of ESOP experience and are prepared to help establish your ESOP leveraging the critical steps below.

USICG will help make the ESOP process understandable and manageable. And the positive benefits of an ESOP — such as increased employee motivation and substantial tax advantages —make navigating the complex process worthwhile.