ESOP Advisory

For over 25 years, Value Management Inc. has acted as a financial advisor to both newly-formed and existing Employee Stock Ownership Plans (“ESOP”s) to assist the ESOP in transactions to acquire stock of the sponsor company. With over 125 years of combined valuation experience, Value Management Inc.’s team has prepared fairness opinions for dozens of ESOP transactions involving large, medium and small sized companies. Our role is to provide the ESOP with an independent determination of the value of the stock that the ESOP is acquiring to ensure that the ESOP does not pay more than adequate consideration as defined in ERISA. It is Value Management Inc.’s consistent objectivity and independence that gives us our reputation for integrity. Our experienced analysts work closely with the ESOP attorneys and trustees throughout the transaction process. Our goal is to make the ESOP transaction process as smooth and transparent as possible.

ESOPs also require annual valuation updates to be DOL compliant. The Value Management Inc. team currently conducts over 65 ESOP valuations annually. You can trust our knowledgeable and experienced team to keep your ESOP in compliance with DOL and other requirements.

Discover More

Inquire about our ESOP valuation services today! Email our experienced Value Management Inc. team for a quote or call 215.343.0500.