ESI Equity Employee Stock Ownership Plan Services
If you’ve been considering converting your business into being all or partly owned by your employees, you’re in the right place. An Employee Stock Ownership Plan (ESOP) can be an excellent choice – if it’s the right fit for your business.
We have one of the largest ESOP client bases in the country. Our experience, combined with hands-on industry knowledge gives ESI the unique qualifications needed to handle the complex federal regulations associated with ESOPs.
Feasibility Studies
Considering an ESOP requires a detailed analysis of a company’s financial and philosophical goals. ESI Equity, working in concert with a trustee, can perform a feasibility study to determine if your corporate culture and finances will fit an ESOP.
Business Valuations
Determining an objective value for your business is critical. We have the experience to value your business according to the highest professional standards and according to all regulations. Valuation services include:
- Feasibility analysis
- ESOP Buy-side advisory
- Annual ESOP Valuations
- ESOP Multi-stage Transactions
- ESOP Terminations
- ESOP Sell-side advisory
- Merger and acquisition advisory
- Other stock transactions
Specialty Services
Our years of experience can help in many complex financial situations. We provide technical and practical advice to help our clients negotiate these challenges.
- Fairness opinions
- Fiduciary obligations
- S Corporation tax implications
- Transaction structuring for ESOPs
- Stock redemptions
- Re-leverage transactions
- Valuation of synthetic equity and warrants
- Incentive Compensation Plans
- Consultation on transaction financing
- Mergers and acquisitions of ESOP companies
- ESOP Consulting
- ERISA Litigation support
We chose ESI as our ESOP valuation provider because of their expertise. Their strong and talented team and consistent quality of service met all of our expectations. We have been very pleased and would highly recommend ESI.
