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| Mission Statement |
| Our mission is to consistently exceed the expectations
of our clients. We strive to achieve this by providing the highest quality professional consulting
services in a timely and efficient manner, creating maximum value for our clients.
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ESOP Capital Strategies, Inc. (ECSI) is a
wholly-owned subsidiary of Marshall & Stevens Inc. Marshall &
Stevens is one of the largest independent valuation and
financial consulting firms in the U.S. with 10 offices and over
75 years of experience.
ECSI provides ESOP services to insurance and investment advisors
and their clients including:
- Case consulting and situation analysis
- Toll free ESOP “help desk”
- Training & education
- Liability funding strategies
- Succession planning and other related business transition
strategies
- Client presentation planning and design
- Client conference calls and joint sales calls
- Communication materials
ECSI creates and manages strategic alliances with professional
ESOP service providers across the country to deliver
comprehensive, "one stop" ESOP services for privately held
business owners. ECSI contracts directly with clients to deliver
the following ESOP services:
- Strategy Development
- Goal & Objective Setting
- Feasibility Assessment and Analysis
- Alternatives to Consider
- Cost/Benefit Analysis.
Strategy Implementation:
- Plan design and consulting
- Plan trustee selection
- Business valuation services
- Financing services
- IRC 1042 planning
- Repurchase obligation analysis
- Employee communications
- Administration & compliance
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Financial Advisory Services
Feasibility Analysis
Plan Design
Plan Implementation
Financing
Repurchase Liability Studies
Employee Education
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If you have any specific questions about Employee Stock
Ownership Plans (ESOPs) or on how they can help you and your
organization, call us at 212.425.4300 or email
info@marshall-stevens.com. |
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Website Administrator: Ewelina Biszczak++++++
ebiszczak@marshall-stevens.com ++++++ 212.425.4300 ext. 2100 |
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© 2008 All Rights Reserved. |
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