Valuation and Fairness Opinions for ESOP Transactions

The average client has worked with ESI for 15+ Years

At ESI Equity, we specialize in empowering ESOP trustees with essential valuation services for successful Employee Stock Ownership Plans (ESOP) transactions. Our seasoned team provides solutions in valuation, structuring, financing, and execution.

Proudly partnering with trustees nationwide, we are committed to success in every aspect of our service. Learn more about the process and intricacies of ESOP transactions through our resources, designed to enhance your understanding and confidence in ESOP strategies.

transaction timeline