ESOP Advisory in Minneapolis, MN

Boulay’s Employee Stock Ownership Plan (ESOP) Advisory Team in Minneapolis is located in the heart of Downtown in between Target Field and U.S. Bank Stadium off of South 5th Street. Our seasoned ESOP Advisory professionals extend their expertise to more than 175 ESOPs across the nation, catering to a diverse clientele that spans various industries, from business owners to corporations.

Our comprehensive ESOP services cover all stages of the ESOP life cycle, ensuring that your journey with us is seamless, from the initial considerations of an exit strategy to the transition into an ESOP-owned business and ongoing ESOP advisory and financial reporting solutions for established ESOPs.

When contemplating the possibility of selling a business you’ve worked hard to build, concerns about the company’s future operations and the well-being of your employees are natural. ESOPs provide a smart alternative exit strategy for owners of closely held businesses. This option not only ensures the continued legacy of your company but also offers financial rewards for both you and your employees. Our dedicated ESOP Advisory team is here to support you throughout the process.

Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM

ESOP ADVISORY Services

As part of a leading CPA firm, our ESOP Advisory Team provides comprehensive resources, expertise and services that are designed to support you throughout the entire ESOP journey. These include:

1) ESOP FEASIBILITY STUDY

The ESOP feasibility study provides the financial insights necessary for selling shareholders to make informed decisions about proceeding with an ESOP transaction. It also equips them to propose a structure to the ESOP Trustee and their team. Learn More

2) ESOP Repurchase Obligation

The ESOP repurchase obligation represents a future claim on company cash, and our advisors are your strategic partners in managing this obligation. We help you sustain your ESOP and achieve your company’s goals. Learn More

3) Third-Party Administration

Our specialized retirement plan administration services cater to companies with 25+ employees across all industries nationwide. We focus on establishing and managing ESOP and 401(k) third-party administration (TPA) needs, providing ongoing support even after program implementation. Learn More

4) ESOP Plan Design

We tailor your ESOP plan design to your specific business circumstances and needs. Whether building a new plan or amending your current one, our attention to detail ensures an ESOP that aligns perfectly with your goals. Learn More

Invested In Your Success

Our ESOP Advisory team in Minneapolis collaborates closely with you, your legal counsel, and other stakeholders to ensure the success of your ESOP. Our integrated expertise spans initial transactions, post-transaction services like third-party ESOP administration, ESOP sustainability and repurchase studies, as well as audit and tax support.

We understand that ESOP-owned companies have unique motivations, which is why we align our services with your specific goals. Whether it’s minimizing taxes, optimizing cash flow, or ensuring legacy continuity, we actively advocate for and stay current on the issues that matter most to ESOP-owned firms.

Active Participation in ESOP Associations

Our commitment to ESOP excellence is demonstrated through our active participation in national and local ESOP associations, including but not limited to:

Whether you’re in search of guidance to determine if an ESOP is the right fit for your company or require assistance with the intricate transaction process, the Boulay ESOP Advisory team stands ready to guide you every step of the way.