Employee Stock Ownership Plans (ESOPs)

When it comes to Employee Stock Ownership Plans (ESOPs), Bank of America has been a leader in the industry for middle-market businesses for over 20 years. We are a national leader recognized for providing full-service to ESOPs. And our relentless focus on meeting the needs of owners, companies and employees is unparalleled.

As a full-service ESOP provider, Bank of America responds quickly with feasibility and advisory services for ESOPs as well as finance solutions to assure the success of your transactions. In addition, we specialize in helping company owners preserve and protect their wealth after they sell their stock to the ESOP.

Whatever role Bank of America plays in your ESOP - advising a business in establishing an ESOP, selling or restructuring an existing ESOP company, structuring and providing financing, preparing feasibility studies and valuations for internal trustees of the plan, or investing an owner's proceeds - you can count on us to help you, your company and your employees grow and prosper today and tomorrow.

For more information, call (312) 904-8696 or email us at mary.josephs@bankofamerica.com.

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