ESOP Advisory
Studies prove that developing and maintaining a successful employee ownership program benefits a company and its shareholders by increasing sales and profitability. Employee stock ownership plans (ESOPs) are a tax-effective way to transfer ownership while rewarding employees for their efforts in building successful companies.
We are nationally recognized as a premier financial advisor in transactions related to ESOPs and other ERISA benefit plans. Our professionals have provided expert valuation consulting services in hundreds of successful ESOP transactions.

ESOP Feasibility Valuations
Starting with a detailed feasibility analysis and the input of your other corporate advisors, we can determine if an ESOP is suitable for your company and meets your existing shareholders' liquidity requirements.

Structuring Initial ESOP Transactions
We have both the valuation expertise and ESOP-specific knowledge to help structure a transaction that maximizes the benefits of your ESOP as both an ownership transition vehicle and an employee retirement plan.

Annual ESOP Valuations and Advisory Services
Ongoing, we will provide you with valuation and advisory services with the same careful attention to detail provided in your original ESOP transaction. Our fairness opinions have proven invaluable to ESOP trustees.