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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(262) 646-6490

Providing Trusted
Business Valuations
Since 1993

ESI Equity provides comprehensive and informative business valuations, specializing in Employee Stock Ownership Plans (ESOPs).

220+ ESOP
Valuations per year

The average client has worked with ESI for 15+ Years

Advisor to over 25 M&A Transactions per year

Value 5.5+ Billion in assets annually

5,000+ valuations completed since inception

ESI Equity Services

A Trusted Partner Serving the Business
Community for Nearly 30 Years

ESOP Transactions
Navigate the complexities of an Employee Stock Ownership Plan (ESOP) transaction with ESI Equity. Our team and experience guides you through every stage, ensuring a transfer of ownership that aligns with strategic objectives. Benefit from our valuation knowledge as well as structuring, financing, and execution services tailored to current business owners and ESOP installations.
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Annual ESOP Valuation
Ensure compliance and accuracy with ESI Equity’s annual ESOP valuation services. Our in-depth industry knowledge deliver valuations that reflect the fair market value of employee-owned enterprises. Trust our experienced team to provide the insights needed for informed decision-making year after year.
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Business Valuation
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 provide an accurate assessment of value. Essential for strategic planning, capital raising, or sale, our valuations provide valuable insights for future planning.
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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.
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About Us

Helping businesses
think forward.

ESI Equity specializes in ESOP valuations, offering expertise for both 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.

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Our Leadership Team

Craig Olinger
ToniLynne Kildow
TJ Genz