Employee Stock Ownership Plans by Excel Legacy Group, LLC

Employee Stock Ownership Plans

Excel Legacy Group was established by Patti Plough. It was her personal experience of selling her own company through an employee-owned stock ownership plan (ESOP) that lead her down the path to start Excel Legacy Group. It is now her passion to educate and assist business owners looking for an exit strategy in realizing the enormous benefits offered through an ESOP program.  Excel Legacy Group works in conjunction with leaders in the ESOP advisory industry that specialize in tailored solutions to help their clients achieve their ESOP goals. Their unique approach focuses on the goals and strategic priorities of each selling shareholder in addition to the creation of an employee-owned business subsequent to closing. 

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About Us
Patti Plough, The ESOP Evangelist, is a woman of faith and a gifted entrepreneur who has established several successful businesses throughout her 30-year career. She has extensive experience buyin...(more)