Representative Activities

• We provide ongoing ESOP Appraisals to satisfy ESOP reporting requirements. We have a thirty-year history of ESOP valuation engagements in a wide variety of industries.
  
  
• We are regularly asked to provide Preliminary Valuation Consulting to companies that are considering ESOPs. For these clients, we provide an analysis similar to the annual valuation but with the scope limited to a range of fair market values, using limited documentation. We have a thirty-year history of consulting for ESOP implementations.
  
  
• We provide Options Valuations for early- and late-stage high technology companies to satisfy 409A regulations. We have a twenty-year history of high-technology valuation engagements.
  
  
• We provide Preliminary Valuation Consulting for companies seeking to determine a "fair market value" basis for ownership planning purposes. This often involves internal financial and transaction pricing analysis. We have a twenty-year history of consulting for cooperative and disputive transactions.