Excel Legacy Group, LLC

Phone: (414) 750-2901
Website: Click here to visit our website!

Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (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/employee-ownership/ and https://excellegacygroup.com/blog/.

Stocks & Bonds
Products and Services:

ESOP - Employee Stock Ownership Plan Implementation

Feasibility Studies

Debt Raise

Trustee Introduction

Valuation

Closing

Communication/Celebration

Second-bite Growth Strategies

Address:W4841 County Rd A
Fredonia , Wisconsin 53021

Phone: (414) 750-2901

Email:>> Email us - click here!

Website:>> Visit our website - click here!

Business hours:Sunday: Closed
Monday: 9:00 am - 5:00 pm
Tuesday: 9:00 am - 5:00 pm
Wednesday: 9:00 am - 5:00 pm
Thursday: 9:00 am - 5:00 pm
Friday: 9:00 am - 5:00 pm
Saturday: Closed

Payment accepted: Visa, MasterCard, Check, Paypal, Invoice

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Excel Legacy Group, LLC in Fredonia
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Excel Legacy Group, LLC in Fredonia
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