ESOP Capital Strategies, Inc. (ECSI) is a subsidiary of Marshall & Stevens Incorporated one of the largest independent valuation firms in the U.S. with 10 offices and over 70 years of experience. ECSI creates and manages strategic alliances with professional ESOP service providers to deliver comprehensive, "one stop" ESOP services on behalf of our Affiliates (highly skilled and experienced insurance and investment advisors) and their clients. These specialized services include: feasibility studies, ESOP design and formation, valuation and financial consulting, ESOP financing, life insurance funding strategies, repurchase liability studies, preparation of legal and regulatory documents, IRS filings and plan administration services. You can use one or all of our services depending on your needs and we commonly work in tandem with your existing advisors. The ECSI approach allows you to delegate the responsibility of coordinating and directing the day to day activities of five or six ESOP specialists and focus on what you do best – running your business.

ECSI and our Affiliates “quarterback” the process on your behalf. The process ensures that you do not make the decision to implement an ESOP in isolation without consideration to your other employee benefit plans and your personal financial needs and those of your shareholders and key people as well.

Why should you consider the services of the ECSI?

• The employee benefit and ESOP legal and regulatory world is complex requiring specialized expertise.
• ECSIs professional service providers are nationally recognized experts in their respective fields
• ECSI removes the burden from your shoulders of managing the feasibility and implementation process required to install an ESOP
• ECSIs project management experts help keep your plan implementation process on time and within budget.
• ECSI removes the burden from you and your staff of keeping up with and interpreting all the “gray areas” and inevitable regulatory revisions that exist in the ESOP and employee benefit world today.
• Since plan administration is one of our core services, we will be in constant contact with you after your plan is installed.
• ECSIs holistic approach will consider your personal needs and those of your shareholders and employees in any potential transaction.
• ECSI can introduce you to other business transition professionals such as merger and acquisition or investment banking specialists if it’s determined that an ESOP is not the right solution for you.