ESOP Partners

Business Services · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

3601 E Evergreen Dr 200, Appleton, Wisco...

Phone Number

(920) 659-6000

Revenue

$6.5 Million

Industry

Business Services Project Management Accounting for Legal Practices
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ESOP Partners

ESOP Partners is an employee stock ownership plan advisory firm that provides consulting and administrative services to closely held companies considering ESOPs as part of their exit strategy. They assist business owners with everything from feasibility studies to the establishment of ESOP trusts and compliance administration. Their holistic approach helps clients access liquidity, continue business growth, and develop a rewarding employee ownership culture. ESOP Partners prioritizes individualized advice and support through every phase of the employee ownership process for their clients, which include new and existing ESOPs.Explore more
ESOP Partners's Social MediaPopular SearchesEsop Partners LLCESOP PartnersESOP Partners SpeakingEsoppartnersSIC Code 87,874NAICS Code 54,541Show more

ESOP Partners Org Chart

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JW
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Director, Ownership Culture

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Manager, Human Resources Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ESOP Partners

$6.5M
11-50
Private
<$5M
2006
JW
Jason WellmanDirector, Ownership Culture
$10.5M
11-50
Private
-
1987
$6.9M
11-50
Private
-
1974
<$5M
11-50
Private
-
1978
N/A
<$5M
1-10
Private
-
1984
<$5M
1-10
Private
-
1990
JP
Joanna PhillipsPeople & Culture Partner & Vice President
<$5M
1-10
Private
-
1987
MD
Morris DrakeIndependent
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

ESOP Partners is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

ESOP Partners is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about ESOP Partners.

ESOP Partners financials insights

Gather financial insights about ESOP Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All ESOP Partners's Financials Insights

ESOP Partners Tech Stack

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ESOP Partners News & Media

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Frequently Asked Questions Regarding ESOP Partners

What is ESOP Partners's official website?
ESOP Partners's official website is www.esoppartners.com
What is ESOP Partners's Revenue?
ESOP Partners's revenue is $6.5 Million
What is ESOP Partners's SIC code?
ESOP Partners's SIC: 87,874
What is ESOP Partners's NAICS code?
ESOP Partners's NAICS: 54,541
How many employees does ESOP Partners have?
ESOP Partners has 11-50 employees
What industry does ESOP Partners belong to?
ESOP Partners is in the industry of: Business Services, Project Management, Accounting for Legal Practices
What is ESOP Partners competition?
ESOP Partners top competitors include: Menke & Associates, SES Advisors, ESOPs, ESOP Builders
What technology does ESOP Partners use?
Some of the popular technologies that ESOP Partners uses are: Google Universal Analytics, AppRiver, Microsoft 365, Google Tag Manager
How do I contact ESOP Partners?
ESOP Partners contact info: Phone number: (920) 659-6000 Website: www.esoppartners.com
What does ESOP Partners do?

ESOP Partners is an employee stock ownership plan advisory firm that provides consulting and administrative services to closely held companies considering ESOPs as part of their exit strategy. They assist business owners with everything from feasibility studies to the establishment of ESOP trusts and compliance administration. Their holistic approa... ch helps clients access liquidity, continue business growth, and develop a rewarding employee ownership culture. ESOP Partners prioritizes individualized advice and support through every phase of the employee ownership process for their clients, which include new and existing ESOPs.Read More

What are ESOP Partners social media links?
ESOP Partners Linkedin page ESOP Partners Twitter page ESOP Partners Facebook page
Is ESOP Partners a public company?
ESOP Partners is private company therefore does not currently have an official ticker symbol
See more information about ESOP Partners

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