Woodbridge Group Inc.
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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WWW www.esopcapital.com
 


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
 

Financial Advisory Services
Feasibility Analysis
Plan Design
Plan Implementation
Financing
Repurchase Liability Studies
Employee Education

 
     
  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.  
     
   Website Administrator: Ewelina Biszczak++++++ ebiszczak@marshall-stevens.com ++++++ 212.425.4300 ext. 2100  
  © 2008 All Rights Reserved.