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ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners

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Posted In: Articles

Posted On: July 18, 2018

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"PKF O'Connor Davies" is the brand name under which PKF O'Connor Davies LLP and PKF O'Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O'Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O'Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services. View full disclosure

“PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC provide professional services.

PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. PKF O’Connor Davies LLP is a licensed independent CPA firm that provides attest services to its clients and PKF O’Connor Davies Advisory LLC and its subsidiary entities provide tax and business advisory services to their clients. PKF O’Connor Davies Advisory LLC and its subsidiary entities are not licensed CPA firms.

The entities practicing under the PKF O’Connor Davies brand are independently owned and are not liable for the services delivered by any other entity providing services under the PKF O’Connor Davies brand. Our use of the terms “our Firm,” “we,” “us” and similar terms denote the alternative practice structure of PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC.

PKF O’Connor Davies is the lead North American representative of the international association of PKF member firms. PKF International is a network of legally independent member firms providing accounting, tax and business advisory services in more than 400 locations in 150 countries around the world.

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