ESOP Services

What is an ESOP?

ESOPAn Employee Stock Ownership Plan (ESOP) is an employee benefit plan which makes the employees of a company owners of stock in that company.

Depending on how they are structured, ESOPs can provide an array of tax advantages for the company and for the stock owners.

True North Business Navigation Professionals provide ESOP advisory services in the areas of feasibility studies, design, plan implementation, and financing.

Is an ESOP Best for Your Company?

True North Business Navigation Professionals conduct ESOP feasibility studies first to ensure the owner, the company, and the employees are likely to benefit from an Employee Stock Ownership Plan.

Our synergistic approach allows clients to obtain experienced professional ESOP assistance on a cost-effective basis.

Dennis Houston, CMA is experienced in ESOP feasibility studies, plan development, financial transaction design, implementation, financing, ESOP trustee management, plan termination, and litigation support. To learn more, contact True North Business Navigation Professionals about:


  • Partial or complete sale
  • Convert profit sharing plan
  • Raise working capital
  • Finance existing debt
  • Privatization
  • IPO alternative
  • Charitable giving
  • 401(k) / ESOP combo plans
  • Tax-free rollover
  • Tax-deductible contributions
  • No federal tax on S-Corp stock
  • Dividends tax-deductible
  • Recapture up to 2 years of prior paid federal taxes
Is an ESOP a good fit for your company?

Contact True North Business Navigation Professionals

True North Business Navigation Professionals