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.
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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.