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.


Our Network

ESOP NetworkESOP Valuation Group has appraisers at the ready to meet your ESOP valuation need wherever your firm may be located.  We are routinely adding additional appraisers from around the nation to be able to provide the best ESOP appraiser to you in your specific geographical area.

 

Appraisers with Top Qualifications
Most of the valuation professionals in our network have varied and valuable prior business experience including financing and evaluating merger and acquisition transactions, corporate management, and strategic business consulting.  As such, they are not simply theoretical business appraisers like so many n the appraisal field, but valuation professionals who have real world experience in addition to top-shelf valuation skills.  Their expertise and experience cover a wide variety of industries and have met a variety of complex ESOP valuation needs for companies large and small.

 

Dedicated Appraiser Support Staff
We also have in place a team of dedicated, experienced valuation analysts - 5 employees and growing - to support the appraisers in our network by providing the research and data pertinent to your ESOP valuation.  This gives the appraiser more time to focus on the most important aspects of the ESOP appraisal -  the areas that require their critical judgment and experience.

 

Call ESOP Valuation Group

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