Your partner through every stage of the ESOP life cycle.
South Park Advisors provides expert business valuation and advisory for Employee Stock Ownership Plans (ESOPs), a powerful ownership transition strategy that allows employees to share in the success of the business. ESOPs not only create a culture of ownership but also deliver significant tax advantages and potential cash flow improvements for business owners.
We work closely with trustees and selling shareholders to guide every phase of the ESOP lifecycle, from initial planning to ongoing administration, ensuring compliance with Department of Labor (DOL) and IRS standards every step of the way.
Trust-Side
Supporting ESOP trustees with independent valuation and advisory, delivering fiduciary confidence and supporting sound decision making at every stage of the lifecycle.
Sell-Side
Discover the value you’ve worked hard to build and learn how an ESOP can provide security for your future while preserving the legacy of your business.
Featured Podcast
ESOP 101 – What, Why and How?
Robert C. Hilton Jr., ASA, joins Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law, and Richard A. Heeter at Capital Trustees to present you with a 360-degree view of the what, why, and how of ESOPs.