ESOP 2017-04-24T16:46:03+00:00
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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

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