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Services
Assessing FeasibilityStarting the ESOP rightStarting the ESOP RightSustaining your Success

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Plan Design

BCSI's experienced staff of accounting and actuarial professionals ensure that the ESOP is designed to meet all necessary requirements as well as the needs of the company, its employees and shareholders.

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Implementation

BCSI offers the critical expertise and experience in all phases of the implementation process including liquidity studies, design issues, drafting of the necessary legal documents, IRS and DOL filings, as well as coordination with all other employee benefit plans.

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Initial Employee Communications

We work with management to develop and deliver a presentation that fits your philosophies, goals and objectives for the ESOP. We prepare an easy-to-read Employee Communication Booklet for your participants in addition to all required planned communications. BCSI offers you a customized presentation which explains plan provisions in layman's language and sets realistic expectations for your ESOP. We help you to start off right in the installation phase with a strong foundation for continued success.

"BCSI guided us expertly through the entire process-feasibility, financing, implementation, communication, and continues on with the annual administration."
Bestcare, Inc.