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National Network - Ontario

ESOP Builders Inc.
Toronto, Ontario

Esop Builders Inc. is the comprehensive, single source for middle market business owners to successfully implement Employee Share Ownership Plans (ESOPs) and Exit Strategies. We are one of the only independent Canadian consulting firms that specializes in providing comprehensive ESOP services including:

  • ESOP strategy, design and implementation plan
  • Employee ESOP communication and workshops
  • Business valuation
  • Tax planning – personal and corporate
  • ESOP Financing
  • Financial planning
  • Open book management

EBI’s goal is to provide the best and most unique approach to ESOP design and implementation. With our experience in implementing ESOPs, we can provide benchmarks to which you can compare your company providing you with a sense of what others are doing in the marketplace. Over the past 12 years, we have developed a proprietary ESOP Transformation Model© that our clients have successfully used to implement their ESOPs. The Model includes an ESOP Blueprint, employee materials, appraisal report, exit strategies and tax analysis along with other features. Whether you wish to sell some or all of your stock in the company, we can design a plan which will help you achieve your objectives by ensuring that the ESOP is properly implemented and operated.

Perry Phillips is the owner and president of ESOP Builders Inc. and Phillips Valuations Inc. Phillips is a founder and the current President of the ESOP Association Canada, senior member and past governor of the International American Society of Appraisers, and has served as director and chairman of the Education Committee for the Canadian Institute of Chartered Business Valuators. He is also an author, speaker, valuator and consultant.

Contact Information
ESOP Builders Inc.
4646 Dufferin Street, Suite 6
Toronto, Ontario M3H 5S4
Telephone: (416) 645-0512
Web site: www.esopbuilders.com
Email: lisa@esopbuilders.com

 

 
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