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, such as:
- 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
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.
BVA provided transaction advisory services and a fairness opinion regarding the formation of JHH’s ESOP.
BVA has provided transaction advisory services regarding the formation of Corpus Christi Electric’s ESOP.
BVA has provided HISCO’s annual ESOP update valuation as well as purchase price allocations and consulting regarding the implementation of a phantom stock plan.
BVA has provided Williams Brothers’ annual ESOP update valuations and various management planning analyses.