Build Employee Ownership
Establishing and maintaining an Employee Stock Ownership Plan (ESOP) requires precise valuations to ensure compliance, transparency, and fairness. Our ESOP transaction advisory services and valuations deliver defensible, highly tailored results customized for your specific business planning needs and regulatory requirements for maintaining an ESOP retirement plan.
With decades of experience, CBIZ supports businesses at every stage of the ESOP lifecycle, from initial valuation and feasibility studies to post-transaction annual valuations. We help foster sustainable employee ownership while aligning valuations and ESOP advisory services with legal and tax requirements.
Complete ESOP Valuation Solutions
Assess the Viability of an ESOP for Your Business
Determine if an ESOP is the right fit for your organization with a detailed feasibility study.
We analyze your business structure, financials, and goals to evaluate the potential benefits and challenges of implementing an ESOP.
Set a Strong Foundation for Employee Ownership
Our initial valuation establishes a defensible fair market value for your company’s shares as part of the ESOP implementation process.
We ensure compliance with IRS and Department of Labor standards while aligning the valuation with your strategic objectives.
Maintain Compliance and Transparency
Regular valuations are critical for ESOP maintenance and compliance.
We deliver annual valuations that reflect changes in your business performance, ensuring transparency for stakeholders and adherence to legal and tax requirements.
Ensure Transparency in ESOP Buyouts or Sales
Our fairness opinions provide an independent evaluation of the terms and structure of ESOP-related transactions.
These opinions help protect all parties involved and ensure compliance with fiduciary standards.
Optimize the Terms of Your ESOP Deal
We assist in structuring ESOP transactions to align with your financial and strategic goals.
Our support includes determining financing needs and optimal terms for selling shareholders, employees, and the company.
Ensure Your ESOP Meets Legal Standards
Navigate complex regulatory requirements with keen guidance.
We ensure your ESOP complies with IRS and Department of Labor guidelines, helping you mitigate risks and maintain fiduciary accountability.
What Sets Our ESOP Valuation Services Apart
Ensure compliance, transparency, and a commitment to employee well-being with reliable ESOP valuation support.
With the CBIZ Valuation team you can expect:
- Accurate, Reliable Valuations
- ESOP Formation Guidance
- ESOP Transaction Advice
Related Services
Comprehensive suite of valuations services engineered to deliver value.
