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Valuations

Your Valuation Report

  • Comprehensively captures the factors driving your company’s value.

  • Fully complies with professional appraisal standards, thoroughly discussing approaches, methodologies, and underlying assumptions.

  • Includes all required content, including analysis, certifications, and disclosures set forth by the Uniform Standards of Professional Appraisal Practice (USPAP) and other organizations that shape the appraisal industry.

  • Presents complex information clearly and accessibly—a defining feature of our approach.

Reasons for an Independent Valuation

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EMPLOYEE STOCK OWNERSHIP PLANS (ESOPs)

Annual and transactions

  • Annual valuations for trustee compliance

  • Secondary transactions

  • Releveraging

  • Fairness Opinions

Consulting

  • ESOP Formation. Is our company a good candidate? What is the process?

  • Fiduciary Responsibilities. Excellence in an internal trustee model.

  • Selling an Employee-Owned Company. What are the unique considerations and requirements?