Marcus R. Piquet, CPA

Senior Managing Director

Contact Info

C. (951) 796-7249
D. (951) 905-1977

MPiquet@AmbroseAdvisors.com

About Marcus

Marcus is a senior managing director of AmbroseAdvisors™. His career in ESOP third-party administration began in 2002, initially as a response to demand for better TPA services from the ESOP clients of his 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 feasibility studies, technical compliance testing, repurchase obligation strategy, and is a recognized national expert on GAAP ESOP accounting and tax reporting. He is an active member of the nation’s leading employee ownership advocacy organizations, The ESOP Association (“TEA”), the National Center for Employee Ownership (“NCEO”), and Employee-Owned S Corporations of America (“ESCA”). He is also a member of TEA’s national Finance Committee as well as the Interdisciplinary Advisory Committee on Fiduciary Issues, and a regular speaker at the Association’s national and chapter conferences. Marcus is a true believer in the power of employee ownership in a successful organization, and enjoys keeping up-to-the-minute on the many technical aspects of ESOP implementation, administration, accounting, and monitoring.

Marcus is a Certified Public Accountant in California with knowledge and experience in individual, trust & estate taxation as well as consulting for audit and review 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. He is a proud husband and father of three sets of twins. He actively volunteers for the Boy Scouts of America and his local church. He also serves his local United Way agency as board chairman.

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 then-affiliated 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 analysis, and is a national expert on GAAP ESOP accounting and 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 the immediate past chair of TEA’s national Finance Committee and currently services on the Association’s Board of Governors and as a regular speaker at the Association’s national and chapter conferences. He also serves as a Trustee of the Employee Ownership Foundation (“EOF”) and on the exclusive Advisory Committee of Employee-Owned S Corporations of America (“ESCA”) – a vitally important organization that works constantly to promote and protect the S-ESOP tax structure.

Marcus is a true believer in the power of employee ownership in a successful organization, and enjoys keeping up-to-the-minute on the many technical aspects of ESOP implementation, administration, accounting, and monitoring.

Marcus is a Certified Public Accountant in California with knowledge 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. He is a proud husband and father of three sets of twins. He actively volunteers for the Boy Scouts of America as a firearms instructor, with his local church, and as treasurer for a non- profit providing emergency communications via amateur radio.

Contact Info

C. (951) 796-7249
D. (951) 905-1977

MPiquet@AmbroseAdvisors.com