Annual, Interim, and Compliance Reporting

220+ ESOP
Valuations per year

Value 6.5B+ in assets annually

ESI Equity excels in providing detailed ESOP valuations for compliance. Our seasoned approach, deeply rooted in industry insights, ensures valuations reflect the fair market value of employee-owned businesses. We pride ourselves on collaborating closely with internal and external trustees nationwide, delivering essential insights for strategic decisions. Trust our expertise to navigate your ESOP’s annual valuation process and commitment to long-term success.