ESOP SERVICES YOU CAN TRUST

At Value Consulting Group, we have extensive experience working with ESOPs. In addition to our regular valuation and consultation expertise, our specialized knowledge of ESOPs allows us to effectively and efficiently help companies on a short-term or ongoing basis.

Some of the ESOP services we offer include:

  • Annual ESOP Valuations
  • Fairness opinions for ESOP transactions
  • Advising on equity sales to new and existing ESOPs
  • ESOP sustainability analyses, including evaluation of repurchase obligation

WHY AN ESOP?

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that allows employees to receive an ownership stake in their company, usually without having to pay for the stock.

ESOPs are funded with tax-deductible contributions by an employer in the form of company stock, or with cash that’s used to purchase company stock.

Effective as corporate financial tools, ESOPs are the only tax qualified retirement plan that can be leveraged to provide liquidity to current shareholders.

Advantages to becoming an ESOP:

  • Provides liquidity for retiring business owners
  • Provides employees with a stock-based benefit plan
  • Provides tax advantages for shareholders selling stock in a closely-held C corp
  • Provides for business continuation
  • Provides a market for thinly traded stock
  • Provides a way to motivate and retain employees

If you’re considering an ESOP, we can answer your questions or help with the transition. Just contact us to learn more.