Employee Stock Ownership Plan (ESOP) Consulting
Employee Stock Ownership Plans (ESOPs) offer a powerful tool that allows you to sell all or part of your business to employees. Because ESOPs face intense scrutiny from both the IRS and the Department of Labor, you need professionals who have both the expertise and independence for this specialized area of business valuation.
Our experts have a proven track record with many years of experience in the formation and annual valuation of ESOPs. Your team can help figure out if developing an ESOP is the right move for your business, assist in creating one and provide quarterly, semi-annual or annual valuation updates to determine the fair market value of the equity interest in the company owned by the ESOP.
Your valuation will meet all federal standards for independence and documentation, and your team will meet the Uniform Standards of Professional Appraisal Practice.
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