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Company Description
EmployShare, Inc. is a specialist HR and practice operations partner for financial advisors, wealth management teams, and broker-dealer affiliated firms across the United States. Through its Active HR model, EmployShare delivers a single-source solution that starts with a deep diagnostic of each practice, then designs and builds a tailored operating framework before helping clients run it day to day. The team implements state-specific employment agreements, job descriptions, compensation agreements, employee handbooks, succession and equity agreements, and other protective documents while aligning legal-entity operating documents, insurance, and accounting practices to strengthen the protective layer intended by the entity structure. Ongoing operations integrate human resource management, payroll and tax administration, and group benefits administration to connect the business model to employees and workflows, placing practices in a stronger position with regulators that matter most in financial services, including FINRA, the SEC, the DOL, the IRS, and numerous state agencies. EmployShare’s services extend to business development and practice growth initiatives such as advisor incentive plans, practice legacy planning, and a GDC-based compensation program for 1099 professionals, along with support for W‑2 employment programs, retirement plan options—including access to a Multiple Employer Plan through Empower—and benefits strategy. For buyers and sellers of financial advisory practices, EmployShare provides structured M&A assistance covering offer terms, purchase agreements, covenant alignment, cultural fit, valuation considerations, and tax implications, collaborating with clients’ attorneys and CPAs to structure agreements in their best interest. The firm’s Single Source Solution reduces administrative burden and risk, standardizes payroll schedules and compliance controls, and provides proactive HR consulting on issues like leaves, overtime, discipline, discrimination, and documentation. While not a law firm, EmployShare’s subject matter experts deliver hands-on guidance and continuous support so principals can focus on clients while operating with clarity, compliance, and confidence.
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