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Industry Focus. Powerful Results.

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  • I'm here to...
  • Services
  • About Us

Industry Focus. Powerful Results.

ESOP Planning Advisory

what we offer

  • ESOP feasibility analysis and modeling
  • Structure and implementation planning

how you benefit

An Employee Stock Ownership Plan (ESOP) is a tax-qualified, deferred compensation employee benefit plan in which assets are invested primarily in the securities of the sponsoring employer. FMI knows the nuances of ESOPs well and their application in your industry. We serve as an unbiased and trusted advisor for clients.

"FMI is an asset to anyone who uses its services and will absolutely see a return on the investment."

- Zack Boren, Project Manager, F.L. Crane & Sons Inc.

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