Skip to main content
Add Me To Your Mailing List
HomeESOP Service Providers


ESOP Service PROVIDER DIRECTORY


To learn more about our service provider membership and to be listed as a service provider please see our Membership Page

 

The ESOP Association Canada's list of service providers does not constitute an endorsement.





ESOP PLANNING AND DESIGN


ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership and Stock Option Plans (ESOPS) for small and medium sized private businesses. As the largest provider of Canadian ESOPS for privately-held companies, we pride ourselves on combining passion and technical expertise to meet your company’s unique goals. www.esopbuilders.com 


LEGAL AND TAX 

 

Dale & Lessmann LLP is a medium-sized, Toronto-based firm tracing its origins back over 90 years. D&L’s corporate-commercial practice, primarily for private companies, has several areas of sub-specialty including ESOPS. Over the past 20 plus years, D&L has been involved in helping well more than 50 clients implementing ESOPS in all parts of Canada, from large and complicated to small and straight-forward.  www.dalelessmann.com


Consulting

 

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the public, private and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help organizations succeed across the country and around the world.





Camilla Advisory Group Inc. helps small and mid-sized companies and organizations achieve their goals by providing professional expertise in Finance and Accounting (Fractional CFO's), ESOPs, Strategic Planning, Interim Management, Employee Engagement, Mergers and Acquisitions, Credit and Collections, and System Application Project Management.



ESOP Administration

 

VeritableSoft Innovations Inc. is a Canadian Software Company dedicated to create innovative software solutions in a timely and cost effective manner for business.

 

Our mission is to provide user-friendly software solutions that fulfil specific operational and marketing needs for firms. Our Loyalty Shares program is a paradigm shift for companies who reward customers for their loyalty using points and product. Loyalty Shares is a platform that allows companies to reward their valued customers with stock, creating retention and referrals.


 

Global Shares manages employee stock plans for some of the world’s biggest companies. With representation in Canada and 16 office locations worldwide, Global Shares’ mission is to help companies of all sizes harness the power of employee share ownership and simplify equity compensation.


This means businesses can focus on attracting, engaging and retaining key staff. Give employees access to their equity with Global Shares’ award-winning software platform and let its team of 420+ equity experts become an extension of yours.  www.globalshares.com/ca 



VALUATORS


Maarschalk Valuations Inc. is a boutique business valuations firm serving clients throughout Canada, with a focus on the western provinces. MVI works with ESOP companies throughout the cycle:

• preliminary valuation when planning for a potential introduction of an ESOP 

• calculating the price at which shares could be issued on the initial implementation of an ESOP, and 

• periodic follow up valuations as required. 


For more details, please visit www.mvi.ca call us toll free on 1-877-730-3413 or email us at paul@mvi.ca  



Malahat Valuation Group specializes in providing independent and objective Chartered Business Valuations to privately owned enterprises wishing to transition to Employee Owned Enterprises (ESOPS) and perform annual valuation to meet reporting requirements.


When the company's professional advisors, trustees need to understand and document the true value of the enterprise to help company's transition through the ESOP process, we answer the age on question “what is it worth?”  We provide accountants, lawyers and trustees a peace-of-mind by providing professional business valuations that stand-up to scrutiny and meet all regulatory requirements



 


SUCCESSION PLANNING 

 

 

ESOP Builders Inc. specializes in designing and implementing Employee Share Ownership and Stock Option Plans (ESOPS) for small and medium sized private businesses. As the largest provider of Canadian ESOPS for privately-held companies, we pride ourselves on combining passion and technical expertise to meet your company’s unique goals. www.esopbuilders.com 


OTHER - ESOP SERVICE PROVIDERS


Predictive Success the challenge for every business is how to leverage the maximum potential from their employees. Let us show you how!

predictive