Employee Stock Ownership Plans (“ESOPs”)


An employee stock ownership plan (“ESOP”) is a retirement plan in which the company contributes its stock to the plan for the benefit of the company’s employees.  In addition to incentivizing and empowering employees, ESOPs also provide a number of tax advantages to plan participants and selling shareholders.  Western Reserve Valuation Services has experience in all facets of ESOPs including:

  • ESOP Feasibility Studies and Valuations
  • Fairness Opinions for the Implementation, Sale or Termination of ESOPs
  • ESOP Valuations for Second-Stage Transactions
  • Valuations for Annual ESOP Administration
  • ESOP Valuation Reviews

Representative clients

  • Huntington Scroll

  • American Industrial Partners Scrollbox

  • Cortec Scrollbox

  • Evapco Scrollbox

  • CFS Scrollbox

  • Stanley Steemer Scrollbox

  • Veeam Scrollbox

  • Catterton Scrollbox

  • Hamilton Beach Scrollbox

  • Optimus Scrollbox