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Excel Legacy Group, LLC

ESOP consultants, ESOP employee ownership, succession planning, small business exit strategy

W4841 County Rd A

Fredonia, WI 53021

(414) 750-2901

Business Hours

Monday

09:00 AM

-

05:00 PM

Tuesday

09:00 AM

-

05:00 PM

Wednesday

09:00 AM

-

05:00 PM

Thursday

09:00 AM

-

05:00 PM

Friday

09:00 AM

-

05:00 PM

Saturday

Closed

Sunday

Closed

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.