ESOP Capital Strategies, Inc. (ECSI) is a full-service provider of business succession planning solutions to owners and shareholders of privately-held companies, management teams, professionals, families, and legal and accounting advisors.  Business succession planning solutions include:

• Establishment of an ESOP
• Sale of all or part of a company to a strategic or financial buyer
• Management buyout
• Refinance of corporate debt
• Divestiture of a subsidy

ECSI recognizes that owners of privately-held businesses and the actual businesses are each unique, and that the “cookie cutter” approach does not sufficiently address the specific situations and needs of our clients.  As a turn-key provider, ECSI looks at each business with a fresh and individualized perspective, and considers the most practical plan to meet the objectives of the business owner and shareholders. 

Using a thorough review process, ECSI develops practical and tax-efficient alternatives to provide liquidity and business transition alternatives that meet owners’ needs.  Working closely with business owners and advisors, ECSI makes specific recommendations to achieve the objectives and develops a corresponding comprehensive implementation plan. ECSI then works with the business owner and advisors to accomplish the plan’s goals in a practical, timely and cost efficient manner.  ECSI coordinates the efforts of participating advisors, thereby allowing the business owner to attend to his business with minimal distraction, yet remain fully apprised throughout the project.  

ECSI provides a complimentary preliminary review service that assists business owners and advisors in initiating their business succession planning, and our experienced and professionally qualified staff can effectively and seamlessly manage a business succession transaction for you. 

 Please contact us by phone or by e-mail to schedule a complimentary no-obligation preliminary review. 

Steve Susel can be reached at 212-425-4300 x 2107 or ssusel@marshall-stevens.com

Bill Golz can be reached at 847-749-3950 or wgolz@marshall-stevens.com