Employee Stock Ownership Plans

What We Do

The members of our ESOP Advisory Group are here to serve you in a true advisory capacity. Our team can help you determine if an ESOP is right for your company and, if it is, how to maximize the benefits for your employees and your family.

Depth of Knowledge

Our ESOP Advisory Group members bring a wealth of experience to your engagement and come from a variety of backgrounds—including involvement in private equity, business valuations, plan administration, working with trustees, and functioning as CPAs and fiduciaries. We’re also active participants in the industry, fulfilling leadership roles across a number of ESOP organizations. This helps us maintain strong relationships with other leading ESOP professionals and remain at the forefront of the industry’s best practices.

National Footprint

As an independent firmwide resource, we collaborate with bankers, underwriters and investment professionals across our firm’s national platform. This includes Commercial Banking, Investment Banking, Wealth Management/Private Banking, Middle Market Financial Sponsors Group and Chase Placements.

Solving for Complexity

We get involved in complex structuring issues—from new and second-stage ESOP transactions, to M&A and corporate financing solutions. Solving for mature ESOP issues, including repurchase obligation, is among our areas of expertise, as is consulting on IRS and Department of Labor compliance issues.

More Than Financing

As a purely advisory resource within J.P. Morgan, we support your financing activities with education, transaction planning and structuring. We also offer unbiased consultation on the right financing for your business.