About Us

We bring to the table all the professionals required for a successful ESOP implementation and walk you through the process to completion.

Crossover makes all decisions pertaining to an ESOP transaction through its fiduciary committee

The collective expertise of the committee members assures that the ESOP participants pay no more than fair market value for the stock. The committee also focuses on loan terms, compensation for the selling shareholders, board composition, synthetic equity and other pertinent issues.

We provide personalised solutions that are tailored to the unique needs of each of our clients.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar.

Our Professionals and Partners

Trustee, Business Valuation, Legal, Administration.

David A. Shoquist, MBA, CVA

Dave is a fiduciary and trustee for ESOP companies, a credentialed business valuation appraiser, and a former corporate finance professional spanning a 25 year career.  Click here for the rest of Dave’s bio.

Legal Professionals and Third-Party Administrators (TPA)

The legal and TPA professionals that Crossover partners with on ESOP implementations will be recommended and introduced to you based on suitability for your company.

Fiduciary Committee

The Fiduciary Committee consists of the trustee, an attorney and an independent accredited valuation advisor. The trustee makes final decisions and acts solely in the best interest of the ESOP’s employee participants.

Ready to Learn More?

Get in touch with us today.