• ESOP Valuation Services

    Valuation Advisory Services

    Exclusively for ESOP Trustees
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ESOP Valuation Advisors

About Us

Our sole focus at Vision ESOP Valuation is providing ESOP Trustees with valuation opinions and advisory services. Vision is dedicated to serving ESOP Trustees exclusively. This ESOP focus allows the team to manage all Trustee engagements and be actively involved in each step of the valuation analysis and process.

Our VISION

Our passion and vision is building long-term relationships with Trustees, their clients and employee-owners, and the communities served by the companies we are privileged to work with.

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ESOP Valuation Advisors

ESOP Advisory Services

The team at Vision has been blessed with the opportunity to provide valuation services to many of the most respected Trustees in the ESOP community. View our ESOP advisory services below or contact us here to get started!

ESOP Fairness Opinions

ESOP Fairness Opinions

Due diligence and fairness opinion report to assist Trustees in ensuring that the price and financial terms of a stock purchase or sale are fair to the employee owners.

ESOP Valuations

Annual ESOP Valuations

Perform annual valuation updates following Department of Labor Regulations to assist the Trustee in setting an ESOP company’s stock price for a given year.

Valuation Peer Reviews

Valuation Peer Reviews

Checklist review of valuation reports to ensure they follow Department of Labor Regulations, professional standards & generally accepted valuation methodology.

Meet Our Team

ESOP Valuation Advisor
Brian DeMaagd, ASA Founder & Managing Director
Business Valuation Services
Brandon Finnie Managing Director
Business Valuation Appraisal
Kerry Bean, CPA/ABV Director
Business Valuation Analysts
Brittany Bruinsma Senior Valuation Analyst
ESOP Valuation Company
Logan Quibell Senior Valuation Analyst
ESOP Valuation Appraisals
Tom Cripps CFO