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Professional Services

Two of the most critical steps in becoming an ESOP company, besides securing financing, are finding legal counsel that can setup the ESOP Trust, and finding an accounting professional to handle the financial evaluation of the organization.

Listed below are professional organizations that  are currently active in providing legal counsel and accounting services to ESOPs.*

If you are an organization that currently provides professional services to ESOP companies and would like to added to our list, please contact us.

Accounting:

Howard Gross BGBC Partners
howard@bgbc.com http://www.bgbc.com/
   
Robert Pruitt BKD, LLP
rpruitt@bkd.com http://www.bkd.com/
   
Andy Manchir Katz, Sapper & Miller
amanchir@ksmcpa.com http://www.ksmcpa.com/
 

Actuary:

Jackie Salmon McCready & Keene, Inc.
jsalmon@mcak.com http://www.mcak.com/
   

Consultants:

David Van Ness

Alliance Benefit Group of Indiana

Dave.vanness@abgindiana.com

http://www.abgindiana.com/

 

 

Bert Molner            

Edward Jones      

Bert.molner@edwardjones.com

http://www.edwardjones.com/

 

 

George Cassiere, Fishers

Pace Financial Group, LLC

gcassiere@pacefinancial.biz

http://www.pacefinancial.biz/

   
Robert Massengill  SES Advisors, Inc. 
rmassengill@sesadvisors.com http://www.sesadvisors.com/

 

 

Mike Hartman

Willamette Management Association 

mrhartman@willamette.com

http://www.willamette.com/

 

 


 

Legal Counsel:

Eric Moy  Barnes & Thornburg
Eric.moy@btlaw.com  www.btlaw.com
   
Matthew T. Troyer Bingham McHale, LLP
mtroyer@binghammchale.com  www.binghammchale.com
   
Donald Meyer Bose McKinney & Evans LLP
dmeyer@boselaw.com www.boselaw.com
   
Marc Sciscoe Ice Miller, LLP
marc.sciscoe@icemiller.com www.icemiller.com   
   
Sharon Hearn Krieg DeVault, LLP
shearn@kdlegal.com www.kriegdevault.com
   
James Steiker Steiker, Fischer, Edwards & Greenapple
jsteiker@sfeglaw.com http://www.sfeglaw.com/
   
Stacey Huse  Taft Stettinus & Hollister, LLP
shuse@taftlaw.com  

http://www.taftlaw.com/ 

   
 Van Olson Van Olson Law Firm, LLC
volson@vanolsonlaw.com   

 

Trustee:

Vaughn Gordy, Lisle GreatBanc Trust Company
vgordy@greatbanctrust.com http://www.greatbanctrust.com/
   


* The IEI provides this information for informational purposes only. Other vendors also serve the market. No endorsement of any organization is implicit or implied.