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Indiana Treasurer of State

Treasurer > Indiana's ESOP Initiative (IEI) > ESOP Toolbox > Professional Services Professional Services

Two of the most critical steps in becoming an ESOP company, besides securing financing, are finding legal counsel that can setup the ESOP Trust, and finding an accounting professional to handle the financial evaluation of the organization.

Listed below are professional organizations that  are currently active in providing legal counsel and accounting services to ESOPs.*

If you are an organization that currently provides professional services to ESOP companies and would like to added to our list, please contact us.


Howard Gross BGBC Partners
Troy Patton Patton & Associates, LLC
Robert Pruitt BKD, LLP
Andy Manchir Katz, Sapper & Miller
Rick Southward Blue @ Co., LLC
Jason Thompson Sponsel CPA Group

Paul Esche Harding Shymanski & Company

Wayne T. Hoeing CliftonLarsonAllen, LLP



Jackie Salmon McCready & Keene, Inc.


David Van Ness Nyhart Indianapolis
Jerry L. Ripperger The Principal Financial
Bert Molner             Edward Jones
George Cassiere Pace Financial Group, LLC
Aaron Coates Relevant Financial Planning
Sherman Coultas  The Menke Goup
Robert Massengill  SES Advisors, Inc.
Mike Hartman Willamette Management Association
 A. Lori Stuart Crowe Horwath LLP


Legal Counsel:

Eric Moy  Barnes & Thornburg
Matthew T. Troyer Bingham McHale, LLP
Donald Meyer Bose McKinney & Evans LLP
Marc Sciscoe Ice Miller, LLP   
Sharon Hearn Krieg DeVault, LLP
James Steiker Steiker, Fischer, Edwards & Greenapple
Stacey Huse  Ogletree Deakins Nash Smoak & Stewart
 Van Olson Van Olson Law Firm, LLC



Vaughn Gordy, Lisle GreatBanc Trust Company
Tracy Woolsey  Horizon Trust & Investment Management 

 Tom Potts, Jr.  Fiduciary Trusts Services, Inc.
 mailto:  http://fiduciartrustservicescom/

* The IEI provides this information for informational purposes only. Other vendors also serve the market. No endorsement of any organization is implicit or implied.