Company Profile
Ambrose ESOP Advisors
Company Overview
AmbroseAdvisors is a nationally-known and highly respected financial advisory firm that assists private business owners in transitioning their ownership to their employees through Employee Stock Ownership Plans. It is a challenging and exciting multi-disciplinary environment of CPAs, investment bankers, QKAs, valuation professionals, and attorneys. We create value and liquidity for middle-market business owners, and build meaningful and substantial retirement wealth for employee-owners in a rewarding, win-win structure. The principals are leaders within the thriving ESOP industry and its major advocacy organizations.
Notable Accomplishments / Recognition
Top 10 national firm for Employee Stock Ownership Plan consulting and administration. Part of a multi-disciplinary firm that includes investment banking, valuation, accounting, and legal professionals.