ESOP Partners is a specialized ESOP (Employee Stock Ownership Plan) service firm. They offer a full suite of services including ESOP feasibility studies, plan design, implementation, ongoing administration, repurchase obligation studies, and transaction advisory. Their mission is to help businesses successfully transition to employee ownership, fostering a culture of engagement and shared success.
Serves as the central hub for ESOP Partners' nationwide operations, including core consulting teams, administration services, and corporate leadership.
Located in downtown Appleton, providing a professional setting with convenient access for clients and employees. Specific architectural details are not a primary public feature for this professional services firm.
ESOP Partners likely fosters a collaborative, client-focused, and expert-driven work environment. Emphasis is placed on accuracy, integrity, and empowering employees, reflecting the principles of the ESOP model they champion.
The Appleton headquarters is the operational core of ESOP Partners, representing their commitment to serving businesses across the U.S. in their transition to employee ownership.
ESOP Partners primarily serves clients throughout the United States. Their expertise is focused on U.S. Employee Stock Ownership Plans, which are governed by U.S. law (ERISA and the Internal Revenue Code). While they may work with U.S. companies that have international employees, their direct ESOP services are U.S.-centric. They do not typically establish or administer ESOP-equivalent plans in other countries.
221 Main Street
Appleton
WI
USA
Address: N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188
To provide accessible, localized expertise and support for companies in the region considering or currently utilizing Employee Stock Ownership Plans, facilitating direct engagement and service delivery.
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As of April 2025, ESOP Partners' leadership includes:
ESOP Partners has been backed by several prominent investors over the years, including:
ESOP Partners has recently strengthened its leadership team with key director-level appointments in transaction services, consulting, and business development to support continued growth and service excellence.
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ESOP Partners commonly uses a standard professional email format, typically combining an employee's first initial and last name, or first name and last name separated by a period, followed by the @esoppartners.com domain.
[first_initial][last]@esoppartners.com
Format
ajuckett@esoppartners.com
Example
75%
Success rate
ESOP Partners Blog • April 2, 2024
ESOP Partners announced its sponsorship and active participation in the National Center for Employee Ownership (NCEO) Annual ESOP Conference. Team members are slated to present on various critical ESOP-related topics, sharing their expertise with attendees....more
ESOP Partners Blog • March 26, 2024
Aaron Juckett, President of ESOP Partners, also known as 'The ESOP Guy®,' appeared on The Better Business Show to discuss the multifaceted benefits of Employee Stock Ownership Plans for businesses, their employees, and community longevity....more
ESOP Partners Blog • January 17, 2024
ESOP Partners formally announced that Joe Van Deurzen has joined the firm as Director of ESOP Transaction Services. His extensive experience is expected to significantly enhance the company's M&A and transaction advisory capabilities for ESOPs....more
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