When planning to begin an ESOP you may require a variety of our services including feasibility studies,
strategic evaluations and preliminary valuations.
An initial valuation will be required for an ESOP establishing the history of a company’s value as well as providing ample support for possible DOL and IRS review.
Companies that sponsor ESOPS are required to have valuations performed AT LEAST annually for administration of the plan.
You will need an ESOP Valuation specialist that is independent, thorough and timely – someone you can rely on year after year – these things we can guarantee! When it comes to ESOP’s, Robert Hetsler provides only ESOP valuations – not ESOP administration or record keeping. This allows our clients ESOP valuations to be completely independent and objective.