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Education & Certification
- — Brigham Young University
- Certified Public Accountant (CPA)
About Marcus
Marcus helped to establish the predecessor to Ambrose ESOP Advisors, LLC in 2002, initially as a response to demand for better Third-Party Administration services from the ESOP clients of its sister CPA firm. Since that time Marcus has become a trusted advisor to scores of ESOP-owned companies in California, Hawaii, DC Metro, and throughout the nation. Marcus’ passion is for helping companies maximize the value they receive from their ESOPs by helping them truly understand and make sense of the many complicated issues they face.
Marcus consults on ESOP suitability studies, technical compliance testing, repurchase obligation forecasting, and is a national expert on leveraged ESOP accounting under GAAP and income tax reporting. He is an active member of the nation’s two largest employee ownership advocacy organizations, The ESOP Association (“TEA”), the National Center for Employee Ownership (“NCEO”). He is a member and past chair of TEA’s national finance advisory committee, and a regular speaker at the Association’s national and chapter conferences. Marcus is also a member of the professional advisory committee of Employee-Owned S Corporations of America (“ESCA”) – a vitally important organization that works tirelessly to promote and protect the S corporation ESOP structure.
Marcus serves as a trustee of the Employee Ownership Foundation to encourage the creation of more ESOPs by educating business owners and employee-owners about the power of broad-based employee ownership.
Knowledgable and experience in individual, trust & estate taxation as well as consulting for audit and tax engagements for ESOP-sponsoring companies. He graduated from Brigham Young University after a two-year mission in Buenos Aires, Argentina where he became fluent in Spanish, which has served him well in educating Spanish-speaking employee owners. He is a proud husband and father of three sets of twins. He volunteers for his local church as well as with several local not-for-profit agencies, including as past board chair of his local United Way agency and as treasurer of the Southern California Intermountain Repeater Association.