ESOP/Valuation Resources

The ESOP Association is a national non-profit membership organization with 18 local Chapters, serving approximately 2,500 employee stock ownership plan (ESOP) companies.

The National Center for Employee Ownership is a private, nonprofit membership and research organization that serves as the leading source of information on employee stock ownership plans.

The American Society of Appraisers is the nation’s oldest and only major appraisal organization representing all of the disciplines of appraisal specialists. This organization awards the accredited senior appraiser (ASA) designation.

The CFA Institute is a leading international organization focused on setting high standards of ethics, education, and professional excellence for the investment profession. This organization awards the chartered financial analyst (CFA) designation.

accredited appraiser

ESOP Valuation Group provides independent, cost-effective, valuation services for Employee Stock Ownership Plans (ESOP), performed by the best valuation professionals from around the nation.  Our national network of independent appraisers is comprised entirely of practitioners with one or more of the following credentials:

ASA – Accredited Senior Appraiser.  ...........CFA – Chartered Financial Analyst

ABV – Accredited in Business Valuation ......CVA – Certified Valuation Analyst



Get the Best ESOP Appraiser in Your Geographic Area

The professionals in our network engage with us on a contract basis and work directly with you to perform your ESOP valuation.  Through this arrangement, we are able to offer to you the very best valuation professionals from around the country while maintaining complete independence.  By using ESOP Valuation Group, you can be assured of:

  • an objective, independent valuation
  • an appraisal that can withstand review by DOL and the IRS
  • valuation conclusions that are relevant, reliable and unbiased
  • a highly experienced, credentialed ESOP appraiser in close geographic proximity to your company

The Right Appraisal for Your ESOP

The services our appraisers can provide for you include initial valuations to determine ESOP feasibility, valuations required for the establishment of an ESOP, required annual valuation of ESOPs, and, as necessary, fairness opinions for ESOP purchases and plan terminations.

Our Commitment to You

We endeavor to provide the best, unbiased, defensible valuation reports for each of our clients.  We follow proven financial and valuation techniques as a standard practice and offer the highest levels of integrity and professionalism in our work.

To get a quote for your ESOP valuation or learn more about our services, please give us a call at 1-408-963-9375.

Joomla! Template design and develop by -