ESOP

EMPLOYEE STOCK OWNERSHIP PLAN

Excel Legacy Group (ELG) brings together a wealth of experience and resources from groups of ESOP (employee stock ownership plan) lawyers, consultants and investment bankers in the U.S. to assist owners with their ESOP (employee stock ownership plan) goals.

Excel Legacy Group

All things are possible…

Excel Legacy Group was established by Patti Plough. It was her personal experience of selling her own company through an employee-owned stock ownership plan (ESOP) that lead her down the path to start Excel Legacy Group. It is now her passion to educate and assist business owners looking for an exit strategy in realizing the enormous benefits offered through an ESOP program. Excel Legacy Group works in conjunction with leaders in the ESOP advisory industry that specialize in tailored solutions to help their clients achieve their ESOP goals. Their unique approach focuses on the goals and strategic priorities of each selling shareholder in addition to the creation of an employee-owned business subsequent to closing.

ELG Advantage

ELG is a national ESOP firm that combines the expertise of ESOP consulting, financial, investment banking and legal professionals to assist companies in creating and maintaining successful, sustainable employee ownership results. We balance the needs of owners, managers, the company and its employees to ensure long-term corporate sustainability with substantial employee ownership.

unique

Our firm is exclusively focused on the design and execution of shareholder succession through the use of ESOPs. ELG takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees.

relationships

Our ESOP consultants, lawyers and investment bankers help companies determine whether and how to establish and finance new ESOPs. Upon completion of your ESOP we at ELG will plan and execute an official celebratory event for you to announce the news to your employees.

experience

Each member of the ELG team has held high level leadership positions with large institutional organizations. They have come together to create an agile corporate finance firm with only one thing in mind; to create unique succession solutions tailored to each selling shareholder, using employee ownership as the vehicle (ESOP).

OUR MISSION

Helping business owners prepare for retirement or exiting their business in a dignified way. In addition, protecting their legacy, business culture, and their trusted employees.

Implementing an ESOP can be beneficial for nearly any industry. These are some of the industries and companies our affiliates have recently represented.