Does your company qualify for an ESOP (Employee Stock Ownership Plan)? Can your shareholder, corporate, and management objectives be addressed by an ESOP?

By submitting the questionnaire below, we will contact you to discuss the exciting possibility of your company becoming an ESOP candidate. We will also provide you with a preliminary analysis at no cost.

Submission Options:

  1. Preliminary Assessment Questionnaire .pdf file — Save to your desktop, complete and email to
  2. Complete and submit online below.

Online Preliminary Assessment Questionnaire

Fill out my online form.