Offices across the U.S.

ALBANY, NY  (1)
ANCHORAGE, AK (1)
ATLANTA, GA (3)
BALTIMORE, MD (1)
BETHESDA, MD (1)
BETHLEHEM, PA (1)
BIRMINGHAM, AL (1)
BOSTON, MA (3)
BROKEN ARROW, OK (1)
CARY, NC (1)
CHARLESTON, SC (2)
CHARLOTTE, NC (2)
CHATTANOOGA, TN (1)
CHICAGO, IL (5)
CINCINNATI, OH (1)
CLAYTON, MO (1)
CLEVELAND, OH (2)
COLUMBIA, SC (2)
COLUMBUS, OH (1)
COLUMBUS, GA (1)
DALLAS, TX (3)
DELAFIELD, WI (1)
DENVER, CO (1)
DETROIT, MI (1)
DUBLIN, OH (1)
EDEN PRARIE, MI (1)
EUGENE, OR (1)
FARMINGTON, CT (1)
FAIRBANKS, AK (1)
FAIRFAX, VA (1)
FLORHAM, NJ (1)
FT. LAUDERDALE, FL (1)
FT WORTH, TX (1)
GLENDALE, CA (1)
GRAND RAPIDS, MI (2)
GREENVILLE, SC (1)
HARRISBURG,PA (1)
HARTFIELD, CN (1)
HOPATCONG, NJ (1)
HOUSTON, TX (2)
HUNT VALLEY, MD (1)
IRVINE, CA (1)
JACKSONVILLE, FL (1)
KANSAS CITY, KS (1)
KENT, WA (1)
KINGSPORT, TN (1)
KNOXVILLE, TN (2)
LAS VEGAS, NV (1)
LEXINGTON, KY (2)
LOS ANGELES, CA (2)
LOUISVILLE, KY (2)
MIAMI, FL (1)
MILWAUKEE, WI (3)
MINNEAPOLIS, MN (1)
MOBILE, AL (1)
MONTGOMERY, AL (1)
MORRIS PLAINS, NY (1)
NASHVILLE, TN (1)
NEW ORLEANS, LA (1)
NEW YORK, NY(5)
NORFOLK, VA (1)
NOVI, MI (1)
OKLAHOMA CITY, OK (1)
ORLANDO, FL (1)
OWENSBORO, KY (1)
PADUCAH, KY (1)
PALM COAST, FL (1)
PALO ALTO, CA (1)
PHILADELPHIA, PA (2)
PHOENIX, AZ (1)
PISCATAWAY, NJ (1)
PITTSBURGH, PA (2)
PORTLAND, OR (1)
PRINCESTON, NJ (1)
PROSPECT, KY (1)
RADNOR, PA (1)
RAHWAY, NJ (1)
RENO, NV (1)
RESTON, VA (1)
RICHMOND, VA (1)
ROCHESTER, NH (1)
ROSWELL, GA (1)
SALT LAKE CITY, UT (1)
SAN ANTONIO, TX (1)
SAN DIEGO, CA (1)
SAN FRANCISCO, CA (2)
SAN JOSE, CA (1)
SAN MATEO, CA (1)
SANTA ANA, CA (1)
SARASOTA, FL (1)
SAVANNAH, GA (1)
SEATTLE, WA (1)
SPRINGFIELD, MO (1)
STAMFORD, CN (1)
ST. LOUIS, MO (1)
TALLAHASSEE, FL (1)
TAMPA, FL (1)
TULSA, OK (1)
VERSAILLES, KY (1)
WASHINGTON, DC (3)
WEST PALM BEACH, FL (1)
WEST POINT, PA (1)
WICHITA, KS (1)
WINTER HAVEN, FL (1)

Company Overview

The Intrepid Equity Group, LLC was created for the express purpose of bringing together, for the first time in history, the leading relevant experts in the nation in such a way as to optimize the benefit to the company and its selected clients in the most cost-effective and productive manner possible. We do so, utilizing, when practical, unique proprietary and/or patented methods of ESOP structure and finance.

The Intrepid Equity Group subscribes to the firm belief that corporate culture and employee and community benefits and incentives are just as important, if not more so, as deal structure and financial considerations. This conviction is based upon the sound knowledge that the ESOP in linkage with effectively implemented Open Book Management, is the best tool available to create the greatest employee productivity with the lowest conceivable turnover and highest possible morale while providing the very best incentive-oriented retirement benefits available under ERISA.

To that end the company has assembled a dynamic working and cohesive coalition of the most successful, respected, renowned and experienced team of credible experts in virtually every field relating to ESOPs and Open Book Management. The key members of this team have been actively involved in successfully crafting key legislation to greatly improve the ESOP, as well as in the various aspects of the creation of well over half of the ESOPs in America today.

Further, the most active members of our team are in the forefront, leading a comprehensive drive to effect new and better legislation in the United States at the federal level by working with the appropriate Senate and House committees through their members and staff. Some team members have been active in successfully implementing recent changes in the laws of various states such as Florida to permit ESOP ownership of professional firms comprised of CPAs and attorneys. Some key team members are also actively involved with the National Center for Employee Ownership (NCEO), the ESOP Association and the American Institute of CPAs (AICPA), serving on boards and committees, authoring and publishing technical guidelines, articles and books as well as conducting seminars at professional conferences nationwide and for required credit for continuing education for CPAs and attorneys on all levels from basic to highly technical.

Through its own in-house capabilities and the treasured relationships with the members of the team as described herein, The Intrepid Equity Group, LLC enjoys a nationwide capability and presence; enabling it to focus unparalleled levels of expertise, in the most cost effective manner possible, on its own activities as well as for the benefit of selected clients. Such a unique and unrivaled capability affords our company a tremendous advantage not enjoyed by any other such firms in the nation in structuring and implementing ESOP transactions, no matter how large, small or complex they might be. Members of our team also provide all necessary services for the on-going administration of ESOPs, in addition to all future resources and support necessary to enable those companies to make desired future acquisitions.

This "Team" approach to ESOP design, financing and implementation enables us to structure every transaction we enter into with the goal of creating the very best company possible for management and employees with the highest possible returns for shareholders and all concerned, while, potentially, minimizing, or eliminating entirely, any taxes on gains and profits.

Our Headquarters:
Lake Wales, FL

Team Intrepid's members collectively enjoy a nationwide presence with 135 offices in 104 cities in 33 states and the District of Columbia.
FOR INFORMATION REGARDING ESOPS AND EMPLOYEE OWNERSHIP WE ENCOURAGE YOU TO VISIT THE INDEPENDENT NON-PROFIT ORGANIZATIONS BELOW.
ESOP Association
NCEO Kelso