Employee Stock Ownership Plans

We provide annual business valuations for employee stock ownership plan (ESOP) trustees, as well as fairness opinions in a company sale transaction. Whether you are establishing an ESOP for your company or want to transition to a new valuation firm for your annual ESOP valuations, our professionals can start a long-standing relationship with you. In this way, you can help to ensure valuation consistency and continuity for your ESOP.