Taking Stock in your company

Are you thinking about raising capital for your company or looking for a creative tool for succession and estate planning? Our valuation experts can provide expertise in setting up an ESOP or stock plan, raise funding and motivate and compensate your employees. We’ve been advising companies for generations on whether the parameters of a given transaction satisfy the adequate consideration requirements under ERISA and the Department of Labor.

Our valuation professionals can also provide:

• Transaction structure advice and assist in the design of ESOP securities
• Adequate consideration and valuation opinions
• The required periodic valuation updates