ESOP Plan Design | Minneapolis

ESOP Plan Design - Creating the Right Fit

Boulay takes the time to understand your business’s unique circumstances and uses this as the foundation to build or modify your Employee Stock Ownership Plan (ESOP). Our plan design services consider every detail to create or adapt an ESOP that aligns with your goals. While Boulay provides ESOP Plan Design services nationwide, our downtown Minneapolis office is conveniently located between Target Field and U.S. Bank Stadium, off South 5th Street.

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

A well-designed and efficiently implemented ESOP offers substantial benefits for both your business and your employees. Our tailored approach begins with a comprehensive understanding of your company’s and employees’ needs, guided by 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 choices in the plan design process, helping you create an ESOP plan structured for the success of both your company and the ESOP Trust.

ESOP Plan Design Services in Minneapolis

Our aim is to deliver a highly personalized ESOP plan design that surpasses your expectations and addresses your unique needs. By fully understanding your objectives and leveraging our ESOP plan design matrix, we craft a customized solution tailored specifically 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 design the right ESOP plan for your business.