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Employee Stock Ownership Plans
SVG’s analysts have significant expertise providing independent and supportable valuations of ESOP shares.
ESOP valuations are complex assignments which must consider various ESOP specific characteristics, including potential repurchase obligations of the underlying company, and marketability issues relating to any put option embedded in the ESOP shares in addition to all of the traditional business valuation issues.
A supportable ESOP valuation is necessary to withstand any potential challenges by an employee or either of the federal agencies, the Internal Revenue Service (IRS) and the U.S. Department of Labor (DOL) with enforcement responsibility for ESOPs.
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