esop valuation

Our ESOP Valuation experts provide independent valuation and advisory services for ESOP implementation and administration purposes. We work with trustees, trust committees, and shareholders in ESOP transactions to determine the fair market value of the subject company. We offer a turn-key approach for your ESOP needs.

ESOP Valuation Services

Our ESOP valuation experts provide an integrated array of services through the various stages of ESOP planning, execution and administration:

  • Adequate consideration opinions (see our Fairness Opinions page)
  • Annual ESOP valuation
  • Appraisal review
  • ESOP and ERISA litigation support
  • ESOP financing
  • ESOP loan re-structuring
  • ESOP loan structuring
  • ESOP second-stage transaction advisory services
  • ESOP terminations
  • Expert witness testimony
  • Fairness and solvency opinions
  • Initial ESOP valuations
  • Merger & acquisition advisory
  • Pre-planning ESOP valuation
  • Recapitalization advisory services
  • Trustee advisory

ESOP Valuation Experience

Our ESOP valuation experience ranges from a variety of transaction types to all major industries and for companies of varying sizes. Based on years of experience and working alongside some of the appraisal industry’s top thought-leaders, we have the confidence and knowledge to guide you through your most challenging ESOP valuation matter.

Due to the rigorous regulatory nature of the ESOP industry, our professionals understand the importance of possessing essential industry credentials and staying up-to-date on industry-related topics to address any complex ESOP valuation matter. We are proficient in ESOP valuation and ERISA- related issues, and have the required documentation and due diligence.

Whether dealing with concerns involving the Internal Revenue Service, the Department of Labor, or the Securities and Exchange Commission, our skilled ESOP valuation experts have solutions.

We have rendered hundreds of ESOP valuation opinions and are therefore comfortable with the defensibility of our valuation reports.

Our ESOP valuation experts are accustomed to working with trustees and other advisors to get the deal completed successfully and within time constraints. We adhere to the recognized fundamentals of valuation while keeping our finger on the pulse of the ever-changing regulations and legal findings of today.

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ESOP Valuation Services Contacts

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