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NCEO Members on the Web: Service Providers

To be listed here, email the NCEO webmaster at webmaster@nceo.org.

American Capital Strategies (investment bank)
Aequum (Australian consulting firm providing consulting on Australian stock plans and other matters)
Arizona ESOP Group (ESOP financial service provider)
Principal Financial Group (ESOP administration and consulting, plus PERLS software)
Benefit Capital Companies Inc.
Benefit Concepts Systems, Inc. (ESOP consulting and administration services)
Blue Ridge ESOP Associates (ESOP recordkeeping and administration)
BSI Consultants, Inc. (ESOP and 401(k) consultants and administrators)
Business Literacy Institute (training and consulting in business and financial literacy)
Chartwell Financial Advisory, Inc.
Columbia Financial Advisors, Inc. (appraisal and financial advisory services)
Corporate Continuity Group, LTD (corporate succession and valuation analysts)
Enterprise Services, Inc. (ESOP valuation and financial consulting)
ESOP Economics, Inc. (consulting and software company specializing in ESOP repurchase obligations)
ESOP Insourcing LLC (ESOP recordkeeping and consulting services)
ESOP Services, Inc. (ESOP planning, implementation, and operation)
ESOT Resources (ESOP consultants)
ESS Consultants Ltd. (consultants for UK-based stock plans)
FatRabbit Services (provides training for stock plan administration)
Critical Capital Management, Inc. (fee-based financial planners counseling stock option holders)
FT Solutions, Inc. (business valuations and stock option plans)
Great Game of Business (a division of NCEO member Springfield ReManufacturing Corp. [SRC])
Haverford Capital Advisors (provides M&A and other financial advisory services for middle-market companies)
Hewitt Associates (global management consulting firm)
Houlihan Lokey Howard & Zukin (investment banking services; involved in ESOPs, etc.)
Houlihan Valuation Advisors (valuation and financial advisory services for ESOP and other purposes)
Jenkens & Gilchrist (law firm handling ESOPs and other benefit plans)
Johanson Berenson LLP (law firm handling ESOPs, equity compensation, and general corporate matters)
LaSalle National Bank (provides financing and trustee services for ESOPs)
McDermott, Will & Emery (law firm; does ESOP and stock plan work)
Menke & Associates, Inc. (corporate financial consultants specializing in ESOPs)
Mercer Capital (business valuation)
Morrison Cohen Singer & Weinstein LLP (law firm; practice areas include ESOPs and other benefit plans)
Net Worth Strategies (financial planning software and services)
Open-Book Management Online (John Case's online resource)
Ownership Associates (employee participation programs)
Paragon Pension Services (ESOP & 401(k) consulting and administration)
Parsinen Kaplan Rosberg & Gotlieb P.A. (law firm providing ESOP and stock option plan services)
Persona, Inc. (consults on employee/employer communication strategies)
Phenneger & Morgan, Inc. (financial consulting and services company; does ESOP work)
Prairie Capital Advisors (financial advisory services)
Praxis Consulting Group, Inc. (consultants in creating an "ownership culture" at employee-owned companies)
Preswick Capital Management, LLC (customized financial services, including ESOP consulting)
PTCFO (management consulting firm specializing in strategic planning, including ESOPs)
Rubicon Valuation (financial valuation and consulting services)
Shared Equity Strategies, Inc. (financial advisory and affiliated law firm providing services for ESOPs and other equity plans)
SS&C Business & Tax Services, Inc. (ESOP installation and valuation)
The ESOT Group, Inc. (implements, finances, and administers ESOPs)
Transcentive (stock plan administration software and outsourcing)
TriNet Employer Group (provides outsourced employer services to high-tech companies)
Valuation Professionals (business valuations and fairness opinions for ESOPs, closely held companies, professional practices, partnership interests, and estate planning)
Vestor Capital (investment advisory firm; advises clients on ESOP 1042 rollovers, etc.)
Willamette Management Associates (business valuation and financial advisory services)
Williams, Mullen, Christian & Dobbins (law firm)
Zenith Capital Partners LLC (private investment company specializing in ESOP transactions)

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