Employee Ownership Experts with Real World Experience
Along with former bankers, attorneys, and accountants, our team of ESOP experts includes seasoned entrepreneurs and business executives. That experience, combined with thought leadership and detailed analytics, drives unique insights and desired outcomes.
Founder & Managing Partner
COO & Managing Director
Patrick Trask, CPA
Andrew Nikolai, CFA
Fred Stino, CPA
Meet with our ESOP Advisors
Whether you're considering an ESOP transaction or you need a couple of questions answered, we’re here to help. Schedule a call or video chat with one of our nationally-recognized, employee stock ownership plan advisors.
You'll be connected with a team member who's knowledgeable about your industry and your market.