ESOP Advisory Services

ESOP Advisory Services


Areas of Excellence

    ESOP Leveraged Buyouts


    ESOP Tax Advantages


    ESOP Advisory Services


    ESOP Structure


    ESOP Creation & Set Up


    ESOP Repurchase Liability


    ESOP Valuation


    ESOP Feasibility Studies

Garcia and Phan, together with our network of specialists, specialize in the design, formation and implementation of Employee Stock Ownership Plans (ESOPs). Garcia and Phan, and our network of specialists are recognized for our commitment to both the shareholders and the employees of sponsoring companies.

We pride ourselves in our ability to: design ESOPs for maximum possible tax benefits, form ESOPs on a foundation of a lasting “ownership” culture, and implement ESOPs so that the “employee” owners reap all their vested “reward of ownership” when they leave the company.

Garcia and Phan traditionally works with companies valued in excess of $3,000,000. We build an ongoing working relationship starting with accomplishing a FREE Viability Assessment through annual reviews. This assures that the goals of the sponsoring company for implementation of the ESOP are continually being achieved.

ESOP Advisory Services

Garcia and Phan offers complete legal advisory services, in addition to providing merger and acquisition, private placement and restructuring services. We are focused on closely-held, mid-sized companies and their investors. We deliver the highest level of service with unwavering integrity and consistently meet the goals of our clients.

Call or Contact Us Today to learn more about our ESOP Advisory Services.

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