Description: The Nation's Oldest and Most Experienced ESOP Firm Specializing in Employee Stock Ownership Plan Design, Installation, and Administration
We provide comprehensive valuation services for:
Our accredited team has, on average, over twenty years of valuation experience. Our client retention rate is high because we deliver value every step of the way. We are your value partner.
An original ESOP appraisal is a fair market valuation of the common stock of a company that is sponsoring an ESOP. The fiduciary, or trustee, of the ESOP needs a current value or range of value in which the ESOP can rely on to purchase company stock. Our valuation team has prepared over 3,500 original ESOP appraisals used by trustees to establish the value of stock to be acquired by ESOPs (Employee Stock Ownership Plans). We are the financial advisor for both internal and external (i.e. professional and ins