Founded in 2006 by Aaron Juckett, the company has grown from a regional advisor into a national resource for closely held businesses. Juckett attributes the firm's longevity to the collective dedication of its staff and the tangible impact employee ownership has on local communities. The firm currently maintains a client retention rate exceeding 99 percent, a metric it credits to its focus on long-term advisory rather than one-off transactions.
ESOP Partners Marks Two Decades of Employee Ownership Advisory
Two decades after its founding in Appleton, Wisconsin, ESOP Partners is celebrating twenty years of guiding businesses through the transition to employee-owned models. The firm, which operates as an ESOP itself, has spent that time refining the feasibility, administration, and long-term sustainability services required to build middle-class wealth through equity.
Operational success is currently reflected in the firm's client satisfaction metrics, with rolling 12-month Net Promoter Scores frequently reaching the low 90s. Beyond traditional administration, the company has expanded its reach through the ESOP Care program, which emphasizes corporate governance and culture, and a digital series highlighting success stories from across the manufacturing, construction, and service sectors.
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