| Some of ESOP related services we offer: Banking:
We enjoy a long-term and a strong relationship with some of the largest lending institutions as well as regional and local facilities. While facts and circumstances must be reviewed in every case, ESOP banking is never a problem. Employee Communications:
We take pride in being very successful in helping employees to understand their plan both from a technical perspective as well as how their efforts result in a winning situation for all parties. The initial employee presentation is the first step. Ongoing communications such as payroll stuffers, etc. continually remind employees of everyone's advantage if they make a meaningful contribution to the financial health of their employer. Consulting:
The business success war is comprised of two battles: making it and keeping it. If you lose either battle you lose the war. We consider it our responsibility to you to make certain you win the "war". Your ESOP will provide you with the potential for dramatic cash advantages and tax savings. Our services include helping you keep your asset accumulation in your family and ultimately getting it where you choose. Insulated and secure from all types of unnecessary tax liability and potential domestic relations issues. Appraisal:
The business evaluation must be objective and comply with recommended methodology. AEG experts have a combined 50 years experience in valuing businesses for ESOP purposes, merger and acquisition, estate planning, etc. Legal Services:
We provide all of the legal work and documentation to design and install your ESOP. If you choose, we will work with your existing legal counsel. Administration:
AEG provides total administrative services for Employee Stock Ownership Plans including all plan documents, filings, benefit statements, etc.
If you have any specific questions about our ESOP plans, administration, banking or consulting services, call us at (480) 227-3064 or click here for our contact form.
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