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Redefining Employee Stock Ownership Plans

Every ESOP is Different

No two businesses are the same. You have unique leadership, a distinct legacy, and a competitive position within your industry. If your business doesn’t look like any other, why should your employee stock ownership plan? The truth is that many ESOP transactions aren’t customized to your business or structured to maximize tax benefits. That’s not the case with Bellview Associates.

Instead, our team exercises years of Wall Street and corporate tax law expertise to develop a custom ESOP transaction for your business. We get to know the intricacies of your organization and your industry and work closely to create a plan that prioritizes your business’ legacy while providing additional value for its ownership.

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Our Specialities

Problems We've Solved

From Our Employee-Owned Business To Yours

Bellview Associates was formed in 2001 to offer:

  • High-quality corporate financial advisory services
  • Employee benefits advisory work
  • Independent, expert advice and transaction implementation

Naturally, Bellview Associates is an employee-owned organization. As such, we have selectively assembled a diverse team of experts from Wall Street offices like Merrill Lynch, Goldman Sachs, and Bridgewater to devise strategies for your business. There’s no 100-person corporate office here, and that’s intentional. Instead, you’ll work with a nimble team of the industry’s greatest financial advisors.

Our Offices

  • Maine
  • New York
  • Arizona
  • Connecticut
  • Texas
  • Arkansas

Send us a message: inquiries@bellviewassociates.com

Susan

Susan is the founder and CEO at Bellview Associates. She is considered one of the nation’s leading authorities on leveraged ESOP transactions and brings over thirty years of expertise in innovative benefit funding strategies and corporate tax law from previous roles. Susan is an attorney and has an LLM, Taxation or Masters in Tax Law and drafted ESOP legislation while serving as Advisor to Assistant Secretary of the Treasury. Her clients include Merrill Lynch, General Motors, Procter & Gamble, Occidental Petroleum, and Tribune Company, as well as many private companies throughout the US.

Carol

Richard Mendelson joined Bellview Associates in 2016 following his experience as an investment associate at Bridgewater Associates. Before his time at Bridgewater Associates, he co-founded Brookfield Ventures, a financial services startup that delivers high-speed market data. He works closely with Susan and Carol to provide the best ESOP transactions to partners across the United States.

Carol

Carol joined Bellview Associates in 2023 as Chief Operating Officer. She brings over thirty years of experience in financial services and fintech from firms such as Goldman Sachs and Merrill Lynch, and several companies where she was COO and/or CFO. She brings Bellview Associates immense expertise in the full spectrum of financial services.

Realize The Benefits of an ESOP

Ownership transitions and succession planning are among your most impactful considerations as a business owner. Whether you’re restructuring ownership, planning for succession, or reinvigorating the company by strengthening employee investment, Bellview Associates are uniquely positioned to help you realize the total value of the transaction.

Perhaps you've considered an ESOP with another firm, or you may just be getting started. Regardless, it's never too early to start considering your plan. Schedule a free consultation with Bellview Associates to get started.

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