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ESOP Valuations

Employee Stock Ownership Plans (ESOP) Valuations

In the last several years, employee ownership has become an ever more popular means of compensating and motivating employees. Selling company stock to employees can also offer unique opportunities for both succession and estate planning, thereby providing the closely held business a way for continued growth and success. Furthermore, an ESOP can be utilized to raise capital for nearly any purpose on a tax-deductible basis or to create shareholder liquidity on a tax-advantaged basis.

With extensive experience gained by way of ESOP financial advisory roles over the course of nearly a decade, CCI has professionals that are highly qualified to advise trustees on the structural and financial issues inherent in both new and existing ESOPs. Our professionals advise and ascertain whether the parameters of a given transaction satisfy the adequate consideration requirements under ERISA and the regulations proposed by the Department of Labor. Our professionals also have the ability to provide opinions as to whether or not a given transaction is fair to the ESOP from a financial point of view and as to other structural and financial matters, as determined by the trustee.

CCI can provide opinions for the following ESOP financial advisory services:

-Represent the ESOP in all financial matters;

-Provide advice on the structure of the plan;

-CCI can Provide adequate consideration, fairness, and solvency opinions; and

-Provide required periodic update valuations.