ESOP and ERISA Advisory

We provide comprehensive valuations for business and legal clients domestically and abroad.

An Employee Stock Ownership Plan (ESOP) may provide a favorable vehicle for selling a business to its employees.  Since the value of ESOP shares is based on the performance of the Company, an ESOP can provide employees with the opportunity to share in the future performance of the business.  An ESOP can provide the seller with liquidity and diversification, while in many cases still maintaining control of the business. Depending on the structure of the ESOP transaction, the seller may gain favorable tax treatment on the proceeds from the sale of the stock and the ESOP Company may enjoy the tax-deductibility of principal payments.

Since an ESOP can pay no more than adequate consideration for the Company’s stock, the Department of Labor and the Internal Revenue Service require an appraisal of the ESOP shares for the initial ESOP transaction and at least annually.  Our ESOP appraisals are specifically designed to comply with DOL and IRS requirements.

Meet Our Experts

Dan Cenatempo CVA, MAFF

888-212-0495 Ext. 101
dan@fairvalueadvisors.com

Kevin Couillard ASA, CFA

888-212-0495 Ext. 102
kevin@fairvalueadvisors.com

Dan Gallogly CPA, CFF

888-212-0495 Ext. 106
dan.gallogly@fairvalueadvisors.com

Rich Goeldner ASA, CBA, CVA

888-212-0495 Ext. 103
rich@fairvalueadvisors.com

Let's Work Together

Whether you are considering the sale of a business, accounting for acquisitions, developing an exit plan or have a legal dispute, FairValue Advisors has the resources and expertise to address your needs.

Planning Your Exit

With retirement on the horizon for many baby boomers, knowing when to retire and how much money you need is a hot topic for business owners. So, it’s no surprise that business succession and exit planning is “trending” in the legal and finance communities. Oftentimes, a business is an owner’s

Read More »

Business Value: Understanding & Reducing Risk

If you operate a business, you’ve invested the valuable resources of time and talent, and if you are a business owner, you have invested your hard-earned money. As both investor and investee, you should be doubly focused on increasing the value of your business and being a good steward of

Read More »