President & Founder
Aaron is the President and Founder of ESOP Partners. He is a Certified Public Accountant (CPA) with over 20 years of experience in the ESOP industry. He has provided implementation and ongoing administration and consulting services to hundreds of ESOP companies, developed ESOP information systems, and audited qualified retirement plans. Aaron is also a Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA). His specialties include ESOP Feasibility studies, Plan design and implementation, Initial and second-stage transaction planning, structuring and management, Repurchase obligation forecasting and planning, Distribution policies, Corporate governance and fiduciary consulting services, Employee culture and communications, Executive compensation and incentive planning and Audit assistance.