EMPLOYEE STOCK OWNERSHIP PLANS (ESOPS)

ESOPs continue their long history as an attractive means of achieving a variety of goals for closely held business owners and their advisers. The sale of company stock to employees provides benefits for employee compensation and motivation. Also, stock sales can assist in business succession efforts and estate planning. ESOPs can raise capital on a tax-deductible basis or create shareholder liquidity on a tax-advantaged basis.

With our deep experience, Globalview professionals can advise business owners and managers, trustees, attorneys, and others on structural and financial issues for new and existing ESOPs. Our professionals are familiar with the many requirements under The Employee Retirement Income Security Act (ERISA) and Department of Labor (DOL) regulations.

Our valuation and other advisory services pertaining to ESOPS include:

  • Initial and Periodic Update Valuations
  • ESOP Securities Design Assistance
  • Fairness and Solvency Opinions at Formation and Buyouts

The Globalview Advantage

Our deep experience performing valuations for stock incentive structures ensures application of best practices. Our team has significant experience dealing with high visibility valuations and supporting valuations that are subject to in-depth, third-party and regulatory reviews.