Our business valuation professionals are experienced with determining the fair market value of common stock for Employee Stock Ownership Plan (ESOP) Trustees. Our team members have extensive experience in their areas of practice, ensuring that you receive the highest quality services available in the industry today. We supplement our hands-on experience with continuing education and training workshops in the latest topics affecting ESOPS, to ensure that you are apprised throughout the year of the trends that may affect your business.

Our ESOP valuation team provides business valuation and management advisory services to ESOPs in a variety of industries for clients, both large and small. Our professional staff includes members who hold the ABV (Accredited in Business Valuation) and the CVA (Certified Valuation Analyst) and who provide our clients with services related to their ESOPs such as: • Stock valuations • Feasibility studies • Fairness opinions • Financial statement preparation • Audit of trust • Tax consulting/issues • Dividend calculations • Trustee advisory services

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301 East Main Street | Suite 1100 | Lexington, Kentucky 40507
Telephone: 859.253.1100 | Fax: 859.253.1384

500 West Jefferson Street | Suite 1600 | Louisville, Kentucky 40202
Telephone: 502.584.1101 | Fax: 502.584.4960