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ESOP Consulting

Rogers Wealth Group brings years of hands-on experience working with all aspects of Employee Stock Ownership Plans. We coordinate the many diverse elements necessary to establish, operate and maintain a successful ESOP.

Our consultants will arrange for the preparation of the ESOP, Trust and Summary Plan Description in addition to other required legal documents necessary to establish the Plan.

Every design feature will be evaluated to ensure that the features that best serve the client’s objectives are utilized. As a client’s objectives change, our consultants will make recommendations to plan provisions as appropriate.

RWG will assist in the engagement of an experienced independent appraiser familiar with the client’s industry.

Great Horned Owl. Photo by Kevin C.