Employee Stock Ownership Plans

BVA Group has over 45 years of experience providing ESOP valuation and financial advisory services, making it among the most practiced ESOP advisory firms in the United States. Our ESOP professionals have substantial experience in counseling companies, their advisors, and ESOP fiduciaries throughout the entire ESOP lifecycle.  Our ESOP advisory services include:

Pre-Formation Planning: evaluation of strategic alternatives and feasibility valuation studies

ESOP Formation: transaction structuring and negotiations assistance; fairness and solvency opinions; and capital raising advisory services

Ongoing ESOP Administration and ESOP Compliance: annual update valuations; litigation consulting and expert testimony; loan restructuring advisory services; and ongoing viability assessments

ESOP Exit Planning and Execution: ESOP termination consulting; fairness opinions; and merger and acquisition advisory services

Leveraging BVA Group’s heritage as one of the oldest ESOP advisors in the country, our professionals are uniquely equipped to provide a full suite of ESOP advisory services—whether you are evaluating a potential ESOP, managing an existing one, considering strategic alternatives, or otherwise, we can help.