Excel Legacy Group, LLC

Phone: (414) 750-2901
ESOP - Employee Stock Ownership Plan Implementation
W4841 County Rd A
Fredonia , Wisconsin  53021

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Business Hours


Monday
9:00 am - 5:00 pm
Tuesday
9:00 am - 5:00 pm
Wednesday
9:00 am - 5:00 pm
Thursday
9:00 am - 5:00 pm
Friday
9:00 am - 5:00 pm
Saturday
Closed
Sunday
Closed

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About

Excel Legacy Group, LLC, Fredonia

Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs). Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP. We are committed to providing our clients with the highest quality service and support possible, from start to finish. Upon completion of our services, we will also organize and execute a company event to celebrate and communicate these new changes for your employees and communities. For more information about our services, please visit our site at https://excellegacygroup.com/employee-ownership/ and https://excellegacygroup.com/blog/.

Products & Services

  • ESOP - Employee Stock Ownership Plan Implementation
  • Feasibility Studies
  • Debt Raise
  • Trustee Introduction
  • Valuation
  • Closing
  • Communication/Celebration
  • Second-bite Growth Strategies


Category

Stocks & Bonds