Rock-solid valuations for ESOP transactions

Our team of valuation experts has extensive experience in helping principals, fiduciaries, and trustees. We’re the firm of choice for delivering rock-solid valuations and fairness opinions in employee stock ownership plan (ESOP) transactions.

For existing ESOPs, obtaining valuations annually is crucial to enable your company to accurately represent the value of the shares in the ESOP plan — another area where clients rely on PCE. Our proven experience in valuing and structuring ESOPs ensures that your trustees receive valuation reports they can rely on. PCE professionals have provided independent valuations and fairness opinions for ESOPs of all sizes and in a wide variety of industries, and they have in-depth knowledge regarding the unique features affecting ESOP valuations, including the value of stock and other equity instruments. 


From implementation to annual maintenance

As a leader in establishing ESOPs, PCE is uniquely qualified to prepare businesses for ESOP implementation and maintenance, as well as to prepare ESOPs for mergers and acquisitions, by providing market-leading valuation and advisory services. 

Our ESOP experts provide strategic guidance and advice throughout the ESOP life cycle, from determining whether an ESOP is a sound option for a business all the way to performing annual ESOP valuations to advising on post-ESOP transactions.

Our deep experience with a wide variety of ESOP transactions and the effects of their unique features on valuations and other processes enables us to provide you with expert guidance. We’ll handle every aspect of your transaction and related issues, with the utmost in professionalism. 

ESOP Advisory Services for ESOP-Owned Companies

If your company is an ESOP-owned business, we offer important services to maintain your ESOP. Visit our ESOP Advisory page to learn about them.

  • Fairness Opinions
  • Solvency Opinions
  • Annual Valuations
  • ESOP Compliance



The Internal Trustees' Guide to ESOP Valuations

Explore the three types of valuations you may need as an ESOP trustee.

Services for Business Owners Considering an ESOP

If you’re determining whether an ESOP is a sound option for your business, we’ll help you decide. Visit our ESOP Services pages to learn how our feasibility study can put you on the right path. 
  • Feasibility Study
  • ESOP Formation

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