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ESOP advisory for businesses

Stop letting potential slip through your fingers. An Employee Stock Ownership Plan (ESOP) turns employees into owners, driving growth, loyalty and profits. If you’re not thinking about employee ownership, you’re leaving money on the table. Don’t wait—build a future where everyone has a stake in the game.

Our services

Build a stronger business with a powerful ESOP structure. We dissect your current corporate framework and build a strategy that supercharges efficiency and unleashes potential during the transition.

Transform your ESOP transition into a team-wide success. Through transparent communication, we ensure your employees are informed, confident and ready to embrace their new roles with clarity and excitement.

Evaluate an ESOP's potential with precise, data-driven insights into its financial viability and long-term sustainability. We help you make informed, confident decisions, ensuring the plan is not just possible, but primed for success.

ESOPs, simplified. Navigate the complexities of setting one up with our expert guidance. We ensure the plan is structured for maximum impact and smooth execution.

Once it’s established, keep your ESOP on track. We tackle challenges, handle the details and keep things moving smoothly for a seamless transition.

We work with ESOP attorneys and plan administrators to ensure the plan is structured for maximum impact.

Gain powerful insights with expert valuation analysis that goes beyond the numbers. We assess your business’s true economic value, identify key drivers and deliver actionable strategies to maximize its worth.

Take your business further

No more guesswork. Get serious about succession planning, tax strategies and expert financial advice—everything you need for smooth transitions and unstoppable growth. Let’s elevate your business.

Financial Planning for Business Owners: Building Legacy & Securing Future

Succession Planning for Your Business? Consider These Six Ways to Lean on Your Tax Accountant as a Trusted Advisor

Financial Forecast Considerations When Selling to an Employee Stock Ownership Plan (ESOP)

Transform your team into owners

See How It Works
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“SSC CPAs + Advisors” and “SSC” are the brand names under which SSC Advisors, Inc. and SSC CPAs, PA provide professional services. SSC Advisors, Inc. and SSC CPAs, PA practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. SSC CPAs, PA is a licensed independent CPA firm that provides attest services to its clients, and SSC Advisors, Inc. entities provide tax, advisory, and business consulting services to their clients. SSC Advisors, Inc. is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by SSC Advisors, Inc. and SSC CPAs, PA. Advisory services provided through Wealthcare Advisory Partners, LLC doing business as SSC Wealth, LLC. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.