Locate a Stock Plan Professional

If you are exploring how employee stock ownership can be tailored to work for you, the Beyster Institute can provide the answers through targeted information resources and our one-on-one consulting. We offer our services within the U.S. and also have extensive experience in International Equity Compensation consulting.

If you have completed your exploration and are ready to move forward with the actual creation of your plan, don't try it without the services of an experienced professional advisor!

One of the obstacles that often confounds entrepreneurs in their efforts to establish an employee stock plan is the difficulty in locating a knowledgeable and experienced advisor. To help you develop your plan, we have compiled a database of attorneys, accountants, compensation consultants, business appraisers, plan administrators, ESOP lenders and other professional service providers who have expertise in the employee ownership/equity compensation area. Before committing to a service provider, be sure to review our suggestions on choosing a professional advisor.

Begin by clicking below on the area of the country in which you are seeking the expert. Please be advised that we do not have experts in all categories in every state, so we have divided the country into geographic regions. After you have selected your region, you will be taken to a screen that lists the various service providers in your area together with information about their specialties, experience and contact information.

  Northeast: Pennsylvania, New York, New Jersey, Vermont, New Hampshire, Massachusets, Connecticut, Rhode Island, and Maine Mid-Atlantic: North Carolina, Virginia, West Virginia, Maryland, Deleware, and Washington D.C. Southeast: Arkansas, Louisiana, Mississippi, Alabama, Tenessee, Georgia, Florida, and South Carolina Midwest: North Dakota, South Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri, Wisconsin, Illinois, Michigan, Indiana, Kentucky, and Ohio South Central: New Mexico, Texas, and Oklahoma Southwest: California south of Monterey and Arizona Northwest: California north of Monterey, Oregon, Washington, Idaho, Nevada, Utah, Montata, Wyoming, and Colorado

To add or update your listing click here and complete the online form.

Disclaimer:

The inclusion of stock plan professionals or firms on this website does not mean that they are endorsed by the Beyster Institute. The Beyster Institute accepts no responsibility for any representations, express or implied, made by professionals listed on this website or for the quality or accuracy of advice given or work undertaken by such professionals.


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