Our ESOP Network

We have worked with a number of ESOP professionals over the years in our ESOP practice, including the following:

Independent Trustees

Michael N. Mulkey – esoptrustee.com
Capital Trustees, LLC – captrustees.com

Valuation Advisors

Comstock Advisors (David Bogus) – comstockadvisors.com
Tucker & Meltzer (Ann Meltzer) – tuckerandmeltzer.com
Shareholder Strategies, Inc. (Peter Briggs) – shareholderstrategies.com
SC&H Group (Greg Hogan) – scandh.com/

Third Party Record-Keepers

Blue Ridge ESOP Services – BlueRidgeESOP.com

Investment Bankers/Private Equity Firms

The McLean Group – mcleanllc.com

ESOP Consultants

Paul S. Horn – workplaceconsultants.net