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ESOP Partners's Overview

Total employees27
HeadquartersAppleton
Founded2006

ESOP Partners is a specialized ESOP (Employee Stock Ownership Plan) service firm. They offer a full suite of services including ESOP feasibility studies, plan design, implementation, ongoing administration, repurchase obligation studies, and transaction advisory. Their mission is to help businesses successfully transition to employee ownership, fostering a culture of engagement and shared success.

Where is ESOP Partners's Headquarters?

HQ Function

Serves as the central hub for ESOP Partners' nationwide operations, including core consulting teams, administration services, and corporate leadership.

Notable Features:

Located in downtown Appleton, providing a professional setting with convenient access for clients and employees. Specific architectural details are not a primary public feature for this professional services firm.

Work Culture:

ESOP Partners likely fosters a collaborative, client-focused, and expert-driven work environment. Emphasis is placed on accuracy, integrity, and empowering employees, reflecting the principles of the ESOP model they champion.

HQ Significance:

The Appleton headquarters is the operational core of ESOP Partners, representing their commitment to serving businesses across the U.S. in their transition to employee ownership.

Values Reflected in HQ: The headquarters' location and professional environment reflect values of client service, expertise, and community engagement. The firm's entire business model is built on promoting shared ownership, employee empowerment, and long-term business sustainability.

Location:

ESOP Partners primarily serves clients throughout the United States. Their expertise is focused on U.S. Employee Stock Ownership Plans, which are governed by U.S. law (ERISA and the Internal Revenue Code). While they may work with U.S. companies that have international employees, their direct ESOP services are U.S.-centric. They do not typically establish or administer ESOP-equivalent plans in other countries.

Street Address:

221 Main Street

City:

Appleton

State/Province:

WI

Country:

USA

ESOP Partners's Global Presence

Waukesha, WI/USA

Address: N19 W24200 Riverwood Drive, Suite 150, Waukesha, WI 53188

To provide accessible, localized expertise and support for companies in the region considering or currently utilizing Employee Stock Ownership Plans, facilitating direct engagement and service delivery.

Buying Intent Signals for ESOP Partners

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of ESOP Partners

As of April 2025, ESOP Partners' leadership includes:

Aaron Juckett - President
Vicki Lisowe - Chief Operating Officer
Jason Wellman - Director, ESOP Administration
Eric Miller - Director, ESOP Consulting
Joe Van Deurzen - Director, ESOP Transaction Services
Tim Clemens - Director, Business Development

Investors of ESOP Partners

ESOP Partners has been backed by several prominent investors over the years, including:

Privately Held

Executive New Hires/Exits in the Last 12 Months

Hire3
Exits0

ESOP Partners has recently strengthened its leadership team with key director-level appointments in transaction services, consulting, and business development to support continued growth and service excellence.

New Appointments:

Joe Van Deurzen, Joe Van Deurzen appointed as Director to lead ESOP Transaction Services.
Ken Lee, Ken Lee appointed as Director of ESOP Consulting.
Tim Clemens, Tim Clemens appointed as Director of Business Development.

Technology (Tech Stack) used by ESOP Partners

Discover the tools ESOP Partners uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

ESOP Partners Email Formats and Examples

ESOP Partners commonly uses a standard professional email format, typically combining an employee's first initial and last name, or first name and last name separated by a period, followed by the @esoppartners.com domain.

[first_initial][last]@esoppartners.com

Format

ajuckett@esoppartners.com

Example

75%

Success rate

News and media

ESOP Partners BlogApril 2, 2024

ESOP Partners to Sponsor and Present at NCEO's Annual ESOP Conference

ESOP Partners announced its sponsorship and active participation in the National Center for Employee Ownership (NCEO) Annual ESOP Conference. Team members are slated to present on various critical ESOP-related topics, sharing their expertise with attendees....more

ESOP Partners BlogMarch 26, 2024

Aaron Juckett, 'The ESOP Guy®,' Featured on The Better Business Show

Aaron Juckett, President of ESOP Partners, also known as 'The ESOP Guy®,' appeared on The Better Business Show to discuss the multifaceted benefits of Employee Stock Ownership Plans for businesses, their employees, and community longevity....more

ESOP Partners BlogJanuary 17, 2024

Joe Van Deurzen Joins ESOP Partners as Director, ESOP Transaction Services

ESOP Partners formally announced that Joe Van Deurzen has joined the firm as Director of ESOP Transaction Services. His extensive experience is expected to significantly enhance the company's M&A and transaction advisory capabilities for ESOPs....more

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