ESOP Builders Inc. - About Us & Services

Home

All About ESOPs

All About Us

Resources

All About Your Legacy

National Network

Our Newsletter

Free Feasibility Survey

About the Books

Case Studies

Site Map

The $10 Trillion Opportunity
  Read What
  Others Are
  Saying

About ESOP Builders Inc. and Our Services

ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership and Stock Option Plans (ESOPs) for small and medium sized private businesses. 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
Exit planning
Open book management

Our 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 15 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.

We have designed different styles of ESOPs for clients across different industries. You can be confident that we have the experience setting up ESOPs from start to finish. If you would like more information than what is on this Web site, please contact us.

Our team includes the following professionals:

Perry Phillips, CA-CBV, ASA, CEPA - President
James D. Lutes, CA

| ESOP Company | ESOP Rule | ESOP Plans |