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The annual valuation of the common stock owned by the ESOP is an important event. It communicates to your employees the value of their investment and perhaps a significant part of their retirement savings.  Specific services include:

  • Engaging the independent valuation firm and reviewing their annual report of the stock price
  • Communicating and explaining the valuation process to employees
  • Reviewing and communicating steps that can be taken to enhance participant / shareholder value
  • Reviewing the “fairness” of significant transactions, including the purchase of Company stock by the ESOP or sale of the Company


Contact27600 Chagrin Boulevard, Suite 200 | Cleveland, Ohio 44122
Phone: 216-464-7481 | Fax: 216-464-7581
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