Independent, Cost-Effective, ESOP Valuation Services

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.


Affiliate With Us!

Valuation GroupThe network of ESOP Valuation Group accredited appraisers is in formation as we are selectively recruiting the best, experienced appraisers from around the country to affiliate with us.

ESOP Valuation Group will be overseeing the annual valuation requirements of approximately 300 ESOP owned companies.  We currently seek select ASA and other accredited valuation professionals who would like to affiliate with our firm while maintaining their existing business situation.  We will be assigning the 300 existing company valuations, as well as valuations for newly-placed ESOPs, to our affiliates based on your geographical reach and production capacity.  We also have an experienced analytical team that we can avail you to leverage your time by providing industry and economic research and company comparable data relevant to your ESOP valuation work product.

While there is no cost on your part to affiliate with EVG, we will only carefully consider candidates possessing, or working towards, their ASA, ABV or CVA accreditation.  If you have, or are working towards, your accreditation and are interested in scheduling a phone interview, please contact Dave Shoquist at 1-408-963-9375 or fill out the form below.

Affiliate With Us!
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