Setting up an ESOP

It takes a team effort to create a new Employee Stock Ownership Plan (ESOP). Involvement is typically required from a number of different parties, including:

Lender
Appraiser
Tax Advisor
Attorney/ESOP Counsel
Third Party Administrator/recordkeeper
Service Provider

Let our experience work for you

The Principal^® has a depth and breadth of experience in developing new ESOPs. Our close working relationship with others in the ESOP community enables us to deliver what we promise – proactive, innovative solutions. The best practices we’ve learned through our more than 25 year of experience is put to work for you.

Contact us

Contact an ESOP consultant today for help in setting up your plan.