Who We Are

About Us

ESI Equity provides business valuation and ESOP advisory services to companies nationwide. Our practice centers on employee stock ownership plans — from initial transactions through annual valuations — supported by a full range of business valuation, sustainability, and M&A advisory services.

Our Firm

Focused expertise in ESOP valuation and advisory

ESI Equity advises business owners, ESOP trustees, and their advisors on the valuation and financial questions that arise across the employee-ownership lifecycle. Our work supports ESOP transactions, annual valuations, fairness opinions, sustainability studies, alongside business valuations and M&A advisory. We deliver analysis that is thorough, defensible, and built to withstand the scrutiny of trustees, auditors, and regulators.

Contact Us

Let’s talk about your valuation.

Every engagement starts with a conversation about your company and your objectives.

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