ESOP Plan Design | Eden Prairie

ESOP Plan Design - Creating the Right Fit

Boulay works to understand the specific circumstances and needs of your business in order to build or amend your current Employee Stock Ownership Plan (ESOP). Our plan design services account for all details to create the right fit or adjust—resulting in an ESOP that helps you get there. While Boulay provides ESOP Plan Design services nationwide, our Eden Prairie office is conveniently located at the corner of I-494 and Prairie Center Drive.

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 PLAN DESIGN MATRIX

When designed and implemented correctly, an ESOP provides significant benefits to both your business and employees. Our customized process starts with a thorough understanding of your company’s and employees’ needs, through the use of our ESOP design matrix. This tool helps you evaluate various provisions—such as eligibility, vesting schedules, contribution formulas and distribution policies—by comparing their pros and cons, empowering you to create an ESOP plan that’s tailored to your specific requirements.

Integrated ESOP Expertise

With a team of assurance, tax and benefits professionals who have integrated ESOPs into their services, you will benefit from the in-depth experience and innovative ideas our professionals bring to the table. We simplify the complex options involved in the design process and assist you in designing an ESOP plan that is constructed for success of the company and the ESOP Trust.

ESOP Plan Design Services in Eden Prairie

Our goal is to provide you with a highly personalized ESOP plan design that exceeds your expectations and serves your unique needs. By thoroughly understanding your goals and utilizing our ESOP plan design matrix, we create a customized solution tailored to your business. Once your ESOP is successfully designed and implemented, our ongoing ESOP Administration services can help ensure its long-term success. Ready to take the next step? Contact us today to discuss how we can help create the right ESOP plan for your business.