AmbroseAdvisors is located at 3550 Vine Street, Suite 130 Riverside, CA and AmbroseAdvisors operates in the Accounting industry.
Within the Accounting industry AmbroseAdvisors specializes in:
M&A,
Private Equity,
Strategy
Additional Specialties:
- M&A
- Private Equity
- Strategy
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Get in Touch
email: [email protected]
phone: 866-248-8866
AmbroseAdvisors
3550 Vine Street, Suite 130
Riverside, CA 92507
AmbroseAdvisors of Riverside, CA Q & A
What kind of company is AmbroseAdvisors?
This accounting firm specializes in: M&A, Private Equity, and Strategy.
What industries does AmbroseAdvisors primarily serve?
Employee Ownership, offered through an ESOP, is available to nearly any industry. Our most common industries served include construction, manufacturing, transportation/distribution, architecture and engineering, and professional services. ESOPs are a great fit for those looking for a tax-efficient ownership transition that provides tremendous benefits to the employees while preserving the independence and legacy of the business.
What makes the team at AmbroseAdvisors unique?
AmbroseAdvisors is unique among its peers because we feature best-in-class investment banking and financial advisory services for ESOP formations, and pair that with a very knowledgeable and experienced third-party administration team for the post-formation phase. We strive for a seamless transition between the exploratory, implementation, and growth stages of our clients' development. Our TPA team is also unique in terms of their qualifications and expertise. We come from a public accounting background, rather than the 401(k) world, which serves our clients well; unlike other benefit plans, ESOPs have massive and fundamental accounting and finance implications. We spend a significant amount of our time assisting our clients and their other advisors (who are not ESOP specialists) with the technical aspects of ESOP employee ownership.
What specific services does AmbroseAdvisors provide?
AmbroseAdvisors offers third-party administration ('TPA' or 'recordkeeping') services to sponsors of Employee Stock Ownership Plans ('ESOPs'). This is a specialized type of accounting or bookkeeping that applies to ESOP trusts, and includes participant account allocations, compliance testing, exempt loan administration, and reporting. We also provide several related consulting services related to ESOP plan design, employee education, ESOP-related tax planning, benefit distribution management, repurchase obligation consulting, and sustainability initiatives.
About AmbroseAdvisors
AmbroseAdvisors is in the Accounting industry with company headquarters in Riverside, CA.