OUR  SOLUTIONS  

We are committed to your success.

A blurred or pixelated image with no distinguishable objects or details.
A wooded forest path with tall trees and green foliage, illuminated by sunlight.

Valuation

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

Scenic mountain landscape with clouds and sunlight, overlaid with the text 'Estates & Gifting'.
Scenic view of mountains with cloudy sky and sunlight breaking through, overlaid with the text 'Purchase Price Allocations'.
Scenic view of rolling green mountains under a cloudy sky with the text 'Employee Stock Ownership Plans (ESOPs & KSOPs)' in the center.
Scenic view of rolling green mountains under a sky with clouds and sunlight, with the text 'Equity Compensation Plans' overlaid.
Scenic view of mountains under cloudy sky with the words 'Buy-Sell Agreements' overlaid.
Scenic landscape of green mountains under cloudy sky with sunlight breaking through, overlaid with the text 'Evaluating an Acquisition'
The image is blank with a beige background and a pink stripe at the bottom.
Sunset over rolling hills with green trees and grass, bright sunlight casting a warm glow across the landscape.

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?