ESOP Valuations increase retirement security for your employees
Transition into tax favored environments, increase cash flow, or convert your debt to a pre-tax environment with an ESOP Valuation
WHAT YOU AND YOUR ADVISORS NEED TO KNOW
For Small And Medium Businesses
ESOPs continue to see bi-partisan support in congress. Not only for the continuation of ESOPs, but also for the expansion of their availability as an option for both small and medium-sized businesses.
Retirement Security
The argument is that they increase retirement security for employees – studies show them as 5-7x the size of retirement nest eggs from 401Ks. ESOPs are steadily increasing in popularity with nearly 3,000 nationwide.
Required Expertise
ERISA of 1974 gave the Department of Labor statutory requirements for ESOP sponsors with factors unique to ESOP valuations. Because they’re vastly unique, ESOPs require the specific expertise of our analysts.
Qualified Appraisers
Adequate consideration at formation or a liquidity event, independence and qualifications of appraisers, correct use of discounts or premiums, reporting requirements, and other factors are heavily scrutinized.
“IF WE FOCUS ON OUR CLIENTS’ SUCCESS, OUR OWN SUCCESS WILL FOLLOW”
The Greener Equity Difference
We care deeply about delivering quality, value, and a great client experience
Our analysts hail from top global firms like Deutsche Bank, BofA Merrill Lynch, Deloitte, PWC, KPMG, Grant Thornton, and Andersen Tax
Team members have been CFOs of growth-stage companies – we know where our clients are coming from; we’ve actually been there
No valuation firm does more 409A valuations than Greener Equity – our unique combination of quality and value is broadly recognized in the market
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