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Our Services
We provide independent valuations to support ESOP transactions and ongoing compliance, ensuring adherence to Department of Labor (DOL) expectations and fiduciary standards.
ESOP Transaction Fairness Opinions
Independent valuations assessing ESOP formations from a financial point of view.
Annual ESOP
Valuations
Ongoing valuation updates for ESOP compliance purposes with a particular gift for supporting through CPA/auditor inquiries.
Fiduciary
Support
Clear, defensible reporting designed to assist ESOP trustees in fulfilling fiduciary duties through a transaction or through the course of a plan 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.
Our Approach
Comprehensive valuation analysis using income, market, and transaction-based methods
1
Assessment of deal structure, cash flows, and risk
2
Clear documentation supporting fiduciary decision-making
3
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
4
Why it Matters?
A well-supported fairness opinion protects decision-makers and strengthens stakeholder confidence in the transaction.
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