Professional Services
Two of the most critical steps in becoming an ESOP company, besides securing financing, are finding legal counsel that can setup the ESOP Trust, and finding an accounting professional to handle the financial evaluation of the organization.
Listed below are professional organizations that are currently active in providing legal counsel and accounting services to ESOPs.*
If you are an organization that currently provides professional services to ESOP companies and would like to added to our list, please contact us.
Accountants:
| Howard Gross | BGBC Partners |
| howard@bgbc.com | http://www.bgbc.com/ |
| Robert Pruitt | BKD, LLP |
| rpruitt@bkd.com | http://www.bkd.com/ |
| Andy Manchir | Katz, Sapper & Miller |
| amanchir@ksmcpa.com | http://www.ksmcpa.com/ |
| Rick Southward | Blue @ Co., LLC |
| rsouthward@blueandco.com | http://www.blueandco.com/ |
| Jason Thompson | Sponsel CPA Group |
| Wayne T. Hoeing | CliftonLarsonAllen, LLP |
Actuary:
| Jackie Salmon | McCready & Keene, Inc. |
| jsalmon@mcak.com | http://www.mcak.com/ |
Consultants:
| David Van Ness | Nyhart Indianapolis |
| Dave.vanness@nyhart.com | http://www.nyhart.com/ |
| Jerry L. Ripperger | The Principal Financial |
| Ripperberger.Jerry@principal.com | http://www.principal.com/retirement/biz/esopplan.htm |
| Bert Molner | Edward Jones |
| Bert.molner@edwardjones.com | http://www.edwardjones.com/ |
| George Cassiere | Pace Financial Group, LLC |
| gcassiere@pacefinancial.biz | http://www.pacefinancial.biz/ |
| Aaron Coates | Relevant Financial Planning |
| acoates@relevantfp.com | http://www.relevantfp.com/ |
| Sherman Coultas | The Menke Goup |
| scoultas@menke.com | www.menke.com |
| Robert Massengill | SES Advisors, Inc. |
| rmassengill@sesadvisors.com | http://www.sesadvisors.com/ |
| Mike Hartman | Willamette Management Association |
| mrhartman@willamette.com | http://www.willamette.com/ |
| A. Lori Stuart | Crowe Horwath LLP |
| lori.stuart@crowehorwath.com | http://www.crowehorwath.com/ |
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Legal Counsel:
| Eric Moy | Barnes & Thornburg |
| Eric.moy@btlaw.com | www.btlaw.com |
| Matthew T. Troyer | Bingham McHale, LLP |
| mtroyer@binghammchale.com | www.binghammchale.com |
| Donald Meyer | Bose McKinney & Evans LLP |
| dmeyer@boselaw.com | www.boselaw.com |
| Marc Sciscoe | Ice Miller, LLP |
| marc.sciscoe@icemiller.com | www.icemiller.com |
| Sharon Hearn | Krieg DeVault, LLP |
| shearn@kdlegal.com | www.kriegdevault.com |
| James Steiker | Steiker, Fischer, Edwards & Greenapple |
| jsteiker@sfeglaw.com | http://www.sfeglaw.com/ |
| Stacey Huse | Ogletree Deakins Nash Smoak & Stewart |
| stacey.huse@ogletreedeains.com | http://www.ogletreedeakins.com/ |
| Van Olson | Van Olson Law Firm, LLC |
| van.olson@vanolsonlaw.com | http://www.vanolsonlaw.com/ |
Trustee:
| Vaughn Gordy, Lisle | GreatBanc Trust Company |
| vgordy@greatbanctrust.com | http://www.greatbanctrust.com/ |
| Tracy Woolsey | Horizon Trust & Investment Management |
| twoolse@accesshorizon | |
| Tom Potts, Jr. | Fiduciary Trusts Services, Inc. |
| mailto: tom@pfcpas.com | http://fiduciartrustservicescom/ |
| * The IEI provides this information for informational purposes only. Other vendors also serve the market. No endorsement of any organization is implicit or implied. | |
