Gibson Advisory
ESOP Controller · CFO · Board
Gibson Advisory is the finance partner for ESOP-owned companies and companies considering an ESOP. We provide controller and fractional CFO work, board-ready reporting, and liaison to the trustee, TPA, and valuation firm.
ESOP companies carry a finance burden most businesses do not: repurchase obligations, annual valuations, trustee and board reporting, and employee-owners who deserve a clear picture. Most closely held companies close the month and file the taxes.
Few have someone who has sat in the CEO seat of an ESOP and built forecasts that have been used for valuations.
Finance leadership for ESOP companies.
Controller and fractional CFO work, board-ready reporting, and liaison to the trustee, TPA, and valuation firm. We prepare the company's financials and forecasts for those parties.
- Financials and forecasts prepared for the trustee, TPA, and valuation firm
- Board-ready reporting directors can act on
- A CPA who has been CFO and CEO of an ESOP, from formation through termination and participant payouts
- A chair of an ESOP board, not only an outside advisor
From the close to the trustee package.
We prepare the company's financials and forecasts for the trustee, TPA, and valuation firm, and we help the board use the output those parties issue.
Controller, CFO, and board.
ESOP Controller & CFO
Financials and forecasts prepared for the trustee, TPA, and valuation firm.
Board Reporting
Governance-level financial oversight and a steady liaison to the trustee.
Companies Considering an ESOP
Financials and a forecast prepared before the trustee and valuator are in the room.
Accounting, where you need it
Full-cycle bookkeeping where the company does not yet have it.
We'd love to hear from you.
Reach out anytime — whether you're ready to talk numbers or just want to know what this looks like. Common questions
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