Employee Stock Ownership Plans (ESOPs)

We provide annual business valuations for employee stock ownership plan (ESOP) trustees, as well as fairness opinions and other valuation-related services for ESOP companies and financial institutions. Whether you are establishing an ESOP for your company or want to transition to a new valuation firm for your annual valuations, our professionals can start a long-standing relationship with you. In this way, you can ensure valuation consistency and continuity for your ESOP. In addition, we offer ESOP appraisal reviews, feasibility valuations, fairness opinions, ESOP dispute resolution, and ESOP sale or termination opinions.