Experience You Can Trust, Results You Can Count On

Our approach is simple: you keep what you’ve built while reaping the benefits of a carefully structured tax mitigation strategy that strengthens your financial position. We offer all the advantages of a traditional ESOP, such as increased employee satisfaction and productivity, a competitive advantage versus your competitors, and increased financial flexibility - with none of the substantial drawbacks such as owners’ equity dilution, potential loss of upside, or the need to incur loads of debt. We understand how important it is for business owners to maintain control over their hard-earned equity, which is why our services, with a 28+ year unblemished IRS track record, ensure precisely that outcome. We’re not just consultants — as your strategic partners, we work hand-in-glove with your current advisors to implement the plan. We only get paid upon successful implementation. The only risk your business faces is that by NOT calling us, you will forego literally millions of dollars in potential increased cash flow.