Employee Stock Ownership Plans

Chicago Business Valuation of ESOP Shares

As a business owner, there are a number of different ways that you can reward, compensate, and motivate employees. One manner of doing so that has become increasingly popular over the years are employee stock ownership plans, also known as ESOP. This is an excellent way to raise capital on a tax-deductible basis and create tools for estate planning and succession.

There is typically a requirement to have a valuation of your company in order to create and maintain employee stock plans for your business, which should be trusted to someone with a knowledge of business valuation. At Gibraltar Business Valuations, we have more than 20 years of experience gained from completing professional, consistent valuations for ESOP shares.

What Is ESOP?

The type of valuation for ESOP is generally very complex, even more so than a standard business valuation. The Department of Labor and the Internal Revenue Service (IRS) may question your valuation, but if you choose to work with us, you can rest assured that your report will withstand even the heaviest of scrutiny. Gibraltar Business Valuations can provide quality and cost-effective valuation services. You can count on us to carefully draft the initial valuations, provide valuations establishing an ESOP, and deliver the annual ESOP valuations for your business.

Our team can provide you with the following employee stock ownership plan valuation services:

  • Transaction structure advice
  • ESOP securities
  • Responses to ESOP participant challenges
  • Required update valuations

Trustworthy & Professional Valuations in IL

Whether you are looking for insight on whether your company can feasibly offer ESOP, need help establishing your employee stock plans, or need help determining whether your transactions meet the given requirements, we are prepared to assist you. Our Chicago business valuation firm has been around for more than two decades and we have offices in Illinois and Utah. We employ only the most accomplished, skilled, and professional staff members on our team.

Call our Chicago office now at (312) 883-8850 to make an appointment!

For service in other areas, call our Utah office at (801) 466-5410, (520) 512-5410.

Questions? Contact Gibraltar Business Valuations Today

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