GBQ

Entrepreneurial Spirit. Independent expertise.

    ESOP Consulting & Valuation

    Savvy business owners are increasingly discovering how an ESOP offers a unique ownership transition alternative that rewards employees, preserves a company’s legacy and provides shareholders and companies with tremendous economic and tax advantages. GBQ’s professionals regularly assist employee-owned companies on ESOP matters, and have successfully guided many companies through the initial evaluation and implementation of an ESOP. We are active members in the ESOP Association, the National Center for Employee Ownership and the Ohio Employee Ownership Center. We also serve as frequent speakers and authors on ESOP-related topics on a local, regional and national basis. Services provided include:

    Pre-ESOP Planning & Evaluation

    • Assessment of Alternative Strategies
    • Feasibility Studies & Analyses
    • ESOP Consulting
    • Preliminary Valuation

    ESOP Formation

    • Initial Valuation
    • Transaction Structuring & Financing
    • Fairness and Solvency Opinions

    ERISA Compliance

    • Annual Valuations
    • Trustee Advisory
    • ESOP Transactions
    • Valuation Report Review

    Exit Planning

    • Transaction Advisory
    • ESOP Terminations
    • Fairness Opinions

     

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