Excel Legacy Group, LLC

Name: Excel Legacy Group, LLC
Address: W4841 County Rd A, Fredonia, Wisconsin, 53021, US
Telephone: (414) 750-2901

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Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs) http://betterbusinesstoday.net/everything-you-need-to-know-about-esops/. Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP. We are committed to providing our clients with the highest quality service and support possible, from start to finish. Upon completion of our services, we will also organize and execute a company event to celebrate and communicate these new changes for your employees and communities. For more information about our services, please visit our site at https://excellegacygroup.com/esop-planning/ and https://excellegacygroup.com/succession-planning-for-businesses/

Phone

(414) 750-2901

Address

W4841 County Rd A
Fredonia, Wisconsin 53021

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County

Ozaukee County, Wisconsin

Home City

Fredonia, Wisconsin

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Directory Category

Financial Planners - Fredonia, Wisconsin

Business Categories

Retirement - Planning Service

Years Active

Website

https://excellegacygroup.com

Profile URL

https://www.storeboard.com/excellegacygroupllc

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Specialty

ESOP - Employee Stock Ownership Plan Implementation, Feasibility Studies, Debt Raise, Trustee Introduction, Valuation, Closing, Communication/Celebration, Second-bite Growth Strategies

Payment

Visa, Master Card, PayPal, Check, Cash

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