"We chose ESI as our ESOP valuation provider because of their expertise. Their strong and talented team and consistent quality of service met all of our expectations. We have been very pleased and would highly recommend ESI."

- ESI Client, Construction Industry
Enterprise Services, Inc. Business Transitions and Valuations
Enterprise Services, Inc. Business Transitions and ValuationsEmployee Stock Ownership Plans

If you’ve been considering converting your business into being all or partly owned by your employees, you’re in the right place. Employee Stock Ownership Plans (ESOPs) can be an excellent choice – if they’re the right fit for your business.

We have one of the largest ESOP client bases in the country. Our experience, combined with hands-on industry training gives ESI the unique qualifications needed to handle the complex federal regulations associated with ESOPs.

Feasibility Studies
Considering an ESOP requires a detailed analysis of a company’s financial and philosophical goals. ESI can perform a feasibility study to determine if your corporate culture and finances will fit an ESOP.

Business Valuations
Determining an objective value for your business is critical. We have the experience to value your business according to the highest professional standards and according to all regulations. Other business valuation services include:

  • Initial valuations
  • Valuation updates
  • Terminated ESOPs
  • Mergers and acquisitions
  • Other stock transactions

Specialty Services
Our years of experience can help in many complex financial situations. We can provide technical and practical advice to help our clients negotiate these challenges.

  • Fiduciary obligations
  • Fairness opinions
  • Subchapter S Corporation tax implications
  • Transaction structure for ESOPS
  • Stock redemptions
  • Consultation on transaction financing
  • Mergers and acquisitions of ESOP companies
  • Litigation support
Enterprise Services, Inc. Business Transitions and Valuations
(262) 646-6490