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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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