ESOP (Employee Stock Ownership Plan)

Maintain the trust and confidence of your stockholders.

When properly structured, an ESOP can provide a wide range of tax and financial benefits for your organization and owners. At FustCharles, we understand the complex regulatory, tax and financial considerations involved with ESOPs. We work closely with your valuation professionals to ensure timeliness in the valuation process and expedite the issuance of your financial statements.

Our firm also helps you evaluate ESOP alternatives and selects the best structure for your organization. As your trusted advisor, we interface with your banker and other financial oversight groups to educate them on the important aspects of your employee ownership. FustCharles helps you meet your goals and objectives, while maintaining the trust of your employee owners, lenders and other stakeholders. Contact us, for a free consultation. 


  • Financial Statement Audits, Reviews and Compilations 
  • Agreed-Upon Procedures 
  • Financial Statement Preparation 
  • Employee Benefit Plan Assurance and Consulting Services 
  • Planning of Multiple Phase ESOP Transactions 
  • Mergers, Acquisitions and Business Restructuring Services 
  • Tax Controversy and Tax Audit Support Services 
  • Estate, Gift and Trust Consulting and Return Preparation 
  • Business and Individual Tax Preparation and Planning