What Is an ESOP Roll-Up Specialist? The Complete Guide for U.S. Business Owners
In today’s fast-changing business world, employee ownership is no longer just a noble idea—it’s a powerful strategy for long-term sustainability and generational wealth. Many American entrepreneurs are exploring how to empower their employees while preserving their legacy. That’s where an ESOP Roll-Up Specialist comes in. This guide will explain what an ESOP Roll-Up Specialist does, how the ESOP roll-up model works, and why this innovative approach is reshaping ownership and economic opportunity in the United States. What Is an ESOP Roll-Up Specialist? An ESOP Roll-Up Specialist is a professional who helps business owners design, structure, and manage the process of merging multiple companies or subsidiaries into a unified Employee Stock Ownership Plan (ESOP) model. In simple terms, they guide companies through the complex transition from traditional ownership to employee-based ownership—ensuring compliance, valuation accuracy, and long-term profitability. The “roll-up” part ref...