ESOPs

ESOP

What we can do for you

South Park Advisors specializes in business valuations for Employee Stock Ownership Plans (ESOPs), a type of qualified retirement plan that buys and holds company stock for the benefit of employees. As an ownership transition strategy, ESOPs not only empower employees by providing an ownership stake in a business, but it offers significant tax advantages and potentially improved cash flow for owners and their businesses.

At South Park Advisors, we’ll work with both trustees and the sponsoring company to ensure an ESOP is implemented and administered in the most professional manner, keeping in mind the framework of the Department of Labor (DOL) and the Internal Revenue Service (IRS). We’ll work with closely-held businesses throughout every stage of an ESOP life cycle. Whether you’re a business owner contemplating retirement, or an ESOP trustee responsible for the benefits plan of the employees you represent, we are here to help.

ESOP

Trust-Side

South Park Advisors provides business valuation and advisory services to trustees through various stages of an ESOP life cycle, from annual updates, second-stage transactions to plan terminations.

ESOP

Sell-Side

South Park Advisors can help you gain an understanding of the value you have created and how an ESOP might help you achieve your business succession planning and retirement goals.

Services We Offer

Valuation Advisory

Valuation Advisory

South Park Advisors delivers professional advice that you can rely on for mergers and acquisitions, ownership transition, dispute resolution, covenants not to compete and other complex analyses.

ESOP Advisory

ESOP Advisory

South Park Advisors has the knowledge and experience to work with you through every stage of the ESOP lifecycle. Whether you are a business owner contemplating retirement, or an ESOP trustee responsible for the benefits plan of the employees you represent, we can help.

Tax & Estate

Tax & Estate

Specializing in business valuation for estate, gift and other tax matters, South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to better plan for the future, minimize taxes and maximize your family’s wealth.

Let us help you accomplish your goals.

Charlotte

322 Lamar Avenue, Ste. 210
Charlotte, North Carolina 28204
704.817.1584

Rochester

95 Allens Creek Road
Executive Square Bldg. 2, Ste. 231
Rochester, New York 14618
585.473.3713