OUR SERVICES
Your Premier Full-Service ESOP Firm
We are your Single Source, Shareholder Focused Provider
for ESOP ServicesYour Premier Full-Service ESOP Firm
Along with corporate management, our associates will design a plan for the acquisition of stock by the ESOP.
Excel Legacy Group associates provides full-service administration for 1,000’s of
ESOP’s post close.
Excel Legacy Group associates prepares custom-designed feasibility studies for company owners, company management, bank lenders, and outside company advisors.
Excel Legacy Group Associates Repurchase Obligation Governance gives you a clear picture of your ESOP’s financial status, with actionable intelligence powered by actuarial and valuation expertise.
Excel Legacy Group Associates provide investment banking services for the structuring and financing of ESOP buyout transactions.
We make sure company employees have a good understanding of the new Plan being presented to them. In addition, we offer celebratory services to help you celebrate this monumental occasion with your employees.
Post-closing ESOP services that can be utilized to increase shareholder value:
• IT Integration
• Busines Development & Strategy
• Management & Leadership
• Advisory Services
Our products make bank financing EASIER to obtain
The organization of the future is the team-based self-managed network, which is betterdesigned to provide the most important sustainable competitive advantage for a digitally transformed world.
Let’s discuss how an ESOP can work for you.
