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.
Annual ESOP Valuations
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.
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 provide an accurate assessment of value. 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.