An important employee benefit plan that can both attract and retain personnel is accomplished through an Employee Stock Ownership Plan (ESOP).  ESOPs can also provide significant tax savings.  In the last several years, ESOPs have grown in popularity as a means to compensate and motivate employees.  The sale of company stock to employees provides opportunities for estate and succession planning as well.
 

The professionals with Howell Valuation, LLC have significant experience in valuing ESOPs.  We are commonly engaged to perform ESOP valuations for the following types: 

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• Sell-side advisory – We have been engaged to assist business owners by performing a preliminary valuation analysis and providing a range of values.
   

• Formation of an ESOP – We are engaged by ESOP Trustees for appraisals in connection with transactions to acquire shares from selling shareholders. 
   

• Annual ESOP update valuations – Because an ESOP is required to have a valuation performed on an annual basis, we assist ESOP trustees by preparing annual valuation updates that are needed for administrative purposes.