Employee Stock Ownership Plan

Employee Stock Ownership Plan valuations are subject to increasing scrutiny and regulations. While the Department of Labor (DOL) has seemingly backed away from its proposal that valuation firms be considered equivalent to a trustee, here at JBV, we have always taken on that responsibility. We adhere to the principle that our valuations must be fair to all parties.

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Long Term Relationships

Employee Stock Ownership Plans (ESOP), as annual engagements, provide the opportunity to establish a long-term relationship with our clients. We have an extensive ESOP client base and decades of ESOP valuation experience. Many of our current client relationships began over 10 years ago; some even started over 30 years ago.

Fintech Solution

Our long history of performing ESOP valuations proves the strength of our experience and our dedication to our clients. Over 25% of our practice centers on ESOP Valuations – a fact that very few firms can claim.

If you or a client require independent business valuation services for an ESOP call today for a o-cost consultation.

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