ESOP Valuation and Consulting
We are passionate about Employee Stock Ownership Plans (“ESOPs”) and the unique opportunities they provide to businesses, selling shareholders, and employees. Our ESOP Advisory & Consulting group frequently assists businesses, business owners, and fiduciaries throughout every stage of an ESOP’s life cycle. We serve ESOP companies ranging from small closely-held companies to large publicly traded companies in a variety of industries.
Our professionals have worked with over 200 employee-owned companies on more than 500 ESOP-related engagements. We are active members in the ESOP Association and frequent speakers on ESOP-related topics. Our services include:
Pre-ESOP Planning & Evaluation:
- Assessment of Alternative Strategies
- Feasibility Studies & Analyses
- ESOP Consulting
- Preliminary Valuation
ESOP Formation:
- Initial Valuation
- Transaction Structuring & Financing
- Fairness and Solvency Opinions
- Capital Raising
ERISA Compliance:
- Annual Valuations
- Trustee Advisory
- ESOP Transactions
- Valuation Report Review
- Follow-on transactions
- C to S corporation conversion
- Forensic Accounting & Dispute Advisory
Exit:
- Merger & Acquisition Advisory
- ESOP Terminations
- Fairness Opinions
- Recapitalizations
Related Services: