Our senior professionals are all accredited in valuation by the American Society of Appraisers, and have experience working with ESOP trustees and legal counsel. Our firm has the capability and resources to complete both basic and complex ESOP valuation assignments, large and small.
Our role with respect to our ESOP practice is divided between two broadly-based service lines: Sell-Side and Buy-Side Advisory.
Our role in our sell-side advisory practice is to conduct feasibility studies, structure, negotiate, raise capital, quarterback, and close the ESOP transaction that provides value-added results for all parties to the transaction: the selling shareholders, management and the employees of the company.
Our role in our buy-side advisory service is to advise the ESOP trustee with candid, honest and independent corporate finance advice. Our buy-side practice includes fairness opinions, annual ESOP update valuations and other financial advisory services to ESOP trustees.
Examples of our litigation support engagements include: