At Bold Valuation, we deliver rigorous and defensible valuation opinions for fiduciaries navigating ESOP transactions and annual valuation updates.
About Bold Valuation
We provide independent and defensible valuationservices tailored to ESOP fiduciaries and stakeholders.
Jennifer Kriger
CEO/ Founder
Jennifer Krieger is a seasoned business valuation expert with over a decade of experience. As a Certified Valuation Analyst, she specializes in ESOPs, financial reporting, and mergers. With an MBA in finance, she’s a trusted leader in the ESOP community, helping businesses succeed through employee ownership and sound valuation strategies.
Core Values
We empower clients to make their own informed ownership decisions with confidence.
Independece
We place trust at the core, ensuring every decision meets the highest standards of responsibility.
Fiduciary Focus
We provide clear, open reporting so every stakeholder sees the full picture.
Transparency
We combine deep expertise with rigorous analysis to deliver flawless results.
Feature Technical Excellence
Our Services: Tailor-Made Services for Every Need
Describe the service and how customers or clients can benefit from it.
Describe the service and how customers or clients can benefit from it.
Describe the service and how customers or clients can benefit from it.
Describe the service and how customers or clients can benefit from it.
Our Approach
Comprehensive valuation analysis using income, market, and transaction-based methods
Assessment of deal structure, cash flows, and risk
Clear documentation supporting fiduciary decision-making
Support to the fiduciary with CPA/auditor inquiries, resources and referrals throughout the plan year to assist the ESOP sponsor company with a well-run ESOP
Why it matters?
It ensures fairness
You gain confidence that every ESOP transaction is impartial and financially sound.
It keeps you compliant
Annual valuations ensure your ESOP remains in line with regulations year after year.
An ESOP valuation isn’t just a number, it’s a fiduciary anchor. We ensure your valuation is technically sound, well-documented, and able to withstand regulatory review.
It protects your role
With fiduciary support, you meet your responsibilities confidently and defensibly.
It guides smart decisions
Feasibility studies help you know if an ESOP is the right path for your business’s future.