Employee Stock Ownership Plans (ESOPS)

Our professionals have been preparing valuations for ESOP formation and annual valuation purposes since shortly after the enactment of ERISA.

  • We have prepared many appraisals for ESOPs around the country, and our recent experience includes a feasibility appraisal for a mechanical contractor considering the implementation of an ESOP, as well as consultation regarding a fairness opinion rendered for trustees of a plan that was unwinding.
  • Our ESOP experience includes appraisals prepared for companies in many industries, from the media to construction to textile manufacturers.
  • Our related experience includes valuations of closely held stock held by profit sharing and other retirement plans.
  • ESOP companies also retain us to conduct peer reviews of appraisals prepared in the ordinary course of the annual revaluation process. These “sanity check,” reasonableness tests have proven invaluable to both trustees and participants.

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