
Eastern Shore Associates Insurance Agency
neighbors. In 1991, ESA became an ESOP (Employee Stock Ownership Plan) company, having the employees own a portion of the company 2009, ESA became 100% proudly owned by its employees. Today, Eastern Shore Associates has grown into an

Alerding CPA Group
mergers and acquisitions. We also have experience in Employee Stock Ownership Plans (ESOPs) and financial projections. Our team helps clients

Paulsen PC
, assemble resources, structure operations, create sales and marketing plans, and receive legal advice. Our experienced team of, buying or selling a business, setting up employee stock options and bonus plans. We strive to give our clients practical

Hakanson Anderson
years of experience and are 100% employee-owned through an Employee Stock Ownership Plan (ESOP). As a fully licensed and insured

Westwood-Benson Business Brokers
taxes, retirement and exit planning strategies, transfers to employees including Employee Stock Ownership Plans (ESOP), business growth initiatives and planning, financing, litigation support

Tax Advisors
, tax planning, and filing of returns for rental real estate, nonresident aliens, Realtors, licensed professionals, and employee stock options such

Dethloff & Associates CPA
estate investments, tax-deferred exchanges, financial and estate planning, and employee stock options. We also offer advice on Quickbooks software

StackedLife Financial Strategies
Financial strategies for startup employees, business owners, and real estate investors. Improve personal and business cash flow Employee stock option strategies Real estate investment Tax-free retirement income Estate planning

Complete Tax Solutions
trusted partners to our clients through offering comprehensive planning and tax advisory services. Our experts are devoted business owners, those with employee stock options or multiple real estate properties who require financial planning and tax collaboration. Our

Sweetgrass Financial Planning
offers holistic financial planning that covers cash flow management, budgeting, taxation, employee benefits and stock options, insurance, investing, saving for college and retirement, and estate planning. Sweetgrass Financial Planning strives

WaterRock Global Asset Management
, Microsoft, Amazon, etc. often have restricted stock grants, stock options, retirement plans (401k), and employee stock purchase plans. At WaterRock, we take the time to educate ourselves on these benefit plans

Seaborn Financial
Seaborn Financial is a fiduciary financial planning and investment management company based in Austin, TX, tech professionals, helping them with retirement planning, tax-advantaged investments, employee benefits, stock options/purchase plans, and other financial needs. Our

River Glen Wealth Counselors
Counselors is a fiduciary financial planning firm that works to provide works to create customized holistic financial plans that grow with clients through stock option management, deferred compensation, concentrated stock positions, employee benefits, corporate governance, business valuation, and succession planning

Investor's Capital Management
income, as well as account for stock options and employee benefits. Our goal is to range from tax planning, investments, and stock options to social security planning, retirement planning, income property advicealso specialize in advising on employee benefit and employee stock purchase plans. Our experienced team of

Zigler & Associates
planning, estate planning, cash flow planning, special needs planning, risk management and insurance planning, business and 401(k) retirement plan consulting, employee benefit planning, stock option