Valuation Advisory ServicesContact Us
Get in touch with our
ESOP Valuation Advisors
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 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.
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
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.
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
Checklist review of valuation reports to ensure they follow Department of Labor Regulations, professional standards & generally accepted valuation methodology.