Providing Trusted Business
Valuations Since 1993

ESI Equity provides comprehensive and informative business valuations, specializing in Employee Stock Ownership Plans (ESOPs).
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ESOP Valuations Per Year
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Years Average Client Retention
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Transactions Annually
0B+
Assets Valued Annually

Helping businesses think forward.

ESI Equity specializes in ESOP valuations, offering expertise for initial ESOP formations and annual valuation needs. At the heart of our services is a deep understanding of the unique financial landscapes and regulations surrounding employee ownership plans. Our team leverages extensive experience within the ESOP industry to provide tailored solutions that align with the specific needs of each business we partner with. Recognizing that every company’s journey to employee ownership is distinct, we apply our comprehensive knowledge and financial analysis skills to navigate the complexities of ESOP transactions and valuations.

ESOP Transactions

Navigate the complexities of an Employee Stock Ownership Plan (ESOP) transaction with ESI Equity. Our team and experience guide you through every stage, ensuring a transfer of ownership that aligns with strategic objectives. Benefit from our valuation knowledge and structuring, financing, and execution services tailored to current business owners and ESOP installations.

Annual ESOP Valuations

Ensure compliance and accuracy with ESI Equity’s annual ESOP valuation services. Our in-depth industry knowledge delivers valuations reflecting employee-owned enterprises’ fair market value. Trust our experienced team to provide the insights needed for informed decision-making year after year.

Business Valuations

Gain a clear understanding of your company’s worth with business valuation services from ESI Equity. We combine market trends, financial analysis, and foresight to assess value accurately. Essential for strategic planning, capital raising, or sale, our valuations provide valuable insights for future planning.

M&A Consulting

Achieve successful Mergers and Acquisitions (M&A) with ESI Equity’s strategic M&A consulting. Our expertise spans due diligence, valuation, and negotiation to help you identify potential synergies and navigate the M&A process. Let us help you minimize risks and unlock growth opportunities through strategic market moves.

Leadership

Craig Olinger, CVA
ToniLynne Kildow, ASA
TJ Genz, ASA