ESOPs are an effective vehicle for the transition of closely held business ownership to a company’s employees. Establishing an ESOP can strengthen your company through financial benefits and the creation of a productive ownership culture; however, all of the good effects of an ESOP can only be realized when the transaction is done right from the start. At Intrinsic, our priority is understanding your goals and working with you to ensure those goals have been fulfilled the right way.
ESOP Advisory and Valuation services include:
- Feasibility studies: Knowing that feasibility studies are an important first step in establishing an ESOP, Intrinsic provides essential information to all parties in order to avoid costly mistakes which could harm the long-term success of the ESOP.
- Transaction valuations: Our professionals leverage in-depth knowledge of ESOP transactions to provide guidance on ESOP planning, such as the design, structuring, and financing of the transaction.
- Fairness opinions: With experience in transaction valuations, we offer professional judgment of the proposed ESOP through an independent and comprehensive analysis.
- Annual ESOP valuations: We deliver annual valuations of closely held company securities within ESOPs in order to meet the objectives relating to ESOP administration.