ESOP Partners Revenue
Financial Services • 
3601 E Evergreen Dr, Suite 200, United States • 21-50 Employees
ESOP Partners revenue & valuation
| Annual revenue | $4,000,000 |
| Revenue per employee | $134,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $12,800,000 |
| Total funding | No funding |
Key Contacts at ESOP Partners
Jason Wellman
Director Of Ownership Culture
Eric Strebe
Director, Esop Consulting
Beth Krieck
Ownership Culture Consultant
Ryan Kuchta
Director Of Administration
Company overview
| Headquarters | 3601 E Evergreen Dr, Suite 200, Appleton, Wisconsin 54913, US |
| Phone number | +19206596000 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Esop Administration, Esop Feasibility And Design, Esop Implementation, Esop Repurchase Obligation Forecasting, Ownership Culture Consulting |
| Founded | 2006 |
| Employees | 21-50 |
| Socials |
ESOP Partners Email Formats
ESOP Partners uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@esoppartners.com), used 74.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@esoppartners.com | 74.1% |
{first initial}{last name} | jdoe@esoppartners.com | 22.2% |
{last name}{last name} | doedoe@esoppartners.com | 3.7% |
About ESOP Partners
ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP. Our business model is simple and effective: integrate proactive consulting with ESOP administration, using our expertise in both to reduce the risk of errors and missed opportunities. We’ve developed an ESOP-specific proprietary technology platform designed to better administer ESOPs and prevent missteps. ESOP Partners’ cost is contained due to relatively low overhead, yet value delivered far exceeds other firms. Senior company members have CPA credentials. ESOP Partners’ experts are recognized as industry leaders featured in national industry speaking engagements. We provide comprehensive ESOP administration services. ESOP Partners adds important value to clients through our broad range of services and unparalleled experience. We offer comprehensive ESOP administration and compliance testing services (including 409(p)) to help you satisfy your fiduciary obligations. We also provide fully integrated ESOP consulting services. Our Strategic Planning Suite of Solutions help ease your fiduciary and administrative responsibilities and ensure the sustainability and long-term success of your ESOP. Our consulting services for prospective ESOP companies include: Free preliminary ESOP assessments Feasibility studies Plan design and implementation Initial transaction planning, structuring and management Ownership culture consulting
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
ESOP Partners has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
ESOP Partners has never raised funding before.
ESOP Partners Tech Stack
Discover the technologies and tools that power ESOP Partners's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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