About the Business
Excel Legacy Group, LLC is a privately held company that specializes in employee stock ownership plans (ESOPs). We help businesses of all sizes create and manage ESOPs to provide retirement security for their employees and to build a more profitable and sustainable business.
An ESOP is a retirement savings plan that allows employees to own shares of their company. ESOPs can be a great way to attract and retain top talent, motivate employees, and improve productivity. They can also help businesses save on taxes and provide a way to pass the business on to the next generation.
Excel Legacy Group has over 20 years of experience in the ESOP industry. We have helped hundreds of businesses create and manage ESOPs. We offer a comprehensive range of services, including:
- ESOP consulting
- ESOP administration
- ESOP financing
- ESOP valuation
- ESOP compliance
We are committed to helping our clients achieve their ESOP goals. We work with you to understand your needs and challenges, and we develop a customized solution that is right for you.
If you are interested in learning more about ESOPs, please contact Excel Legacy Group today. We would be happy to answer your questions and help you get started.
I recently engaged with Excel Legacy Group to set up an ESOP for my company. The expertise and guidance they provided were instrumental in making the process smooth and efficient. I'm thrilled with the results and the employee stock ownership plan they helped us establish. If you're considering an ESOP for your business, I highly recommend their services.
Excel Legacy Group played a crucial role in helping us transition to an ESOP. Their team's expertise in ESOP plans and their commitment to our company's success were remarkable. We're quite satisfied with the results of this decision, and our employees are excited about their ownership in the company. If you're looking for an ESOP company, I recommend Excel Legacy Group for their professionalism and support throughout the process.
Our experience with Excel Legacy Group in implementing an ESOP was positive. They offered valuable insights into structuring an effective ESOP plan and navigated us through the complexities. We are happy with the outcome, and our employees are thrilled with their ownership stakes.
Excel Legacy Group proved to be a valuable partner for our company's transition to an ESOP. Their in-depth knowledge of employee stock ownership plans and their commitment to our success were evident throughout the process. The outcome has been beneficial for both the company and its employees. I'm pleased with the results and their professional guidance.