ESOP Partners

ESOP Partners is a full-service Employee Stock Ownership Plan (ESOP) advisory firm and third-party administrator specializing in comprehensive support throughout the entire ESOP lifecycle. Based in Appleton, Wisconsin, the company serves closely held businesses and existing ESOPs seeking expert guidance on employee ownership transitions and ongoing plan management.

As an employee-owned company, ESOP Partners brings firsthand understanding of the transformative impact that employee ownership can have on businesses, their cultures, and their people. Unlike many other ESOP advisors, the firm takes a holistic approach to consulting and administration, leveraging decades of experience to help business owners choose exit strategies that best fit their individual financial and business needs.

The firm serves a diverse client base including business owners exploring exit strategies, selling shareholders establishing ESOP trusts, existing ESOP companies needing compliance support, and ESOP leaders seeking sustainability solutions. ESOP Partners' comprehensive approach helps clients structure ESOP sales for maximum net proceeds while maintaining regulatory compliance and fostering ownership cultures that attract, retain, and reward employees.

Office Locations

3601 E Evergreen Dr, Suite 200, Appleton, WI 54913