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How we can setup an ESOP

It is important to define the objectives of the ESOP, such as employee motivation, business continuity, attracting key employees, etc. Subsequently, an ESOP team would be created to determine the parameters of the ESOP. The team could include representatives from management, employees and outside consultants. This team will help ensure communication and feedback during the process, which are key factors for the success of the ESOP.

We will work with you to design the specifics of the ESOP and ensure that they are integrated into a workable and lasting plan. Below is an outline of our ESOP Transformation Model© :

• Diagnostics and ESOP Design
• Employee communications
• Feedback and recommendations
• Blueprint documentation
• Information Package
• Critical path for completion

To see the more detailed ESOP Transformation Model© in flow chart format, please click here.