ESOP Advisory

An ESOP, Employee Stock Ownership Plan, is an employee benefit plan which allows the employees of the company to hold part ownership of the company and also become beneficiaries of the company's stock. An ESOP plan has many benefits including, but not limited to: increased employee pride and dedication, reduction in taxes, and the ability to receive loans in order to finance the plan.

SPA provides a variety of ESOP services for its clients every year. We have performed over 100 ESOP valuations, have been the exclusive advisor on many ESOP transactions, and have been appointed as the Merchant Banker to ESOP for numerous companies.

Even though there are many benefits with an ESOP plan, it is certainly no easy decision and it should be taken into close consideration. In order for a company to begin an ESOP, their stock price must first be appraised and analyzed in order to faithfully construct the ESOP payment plan. This can be even more difficult for non-publicly traded companies whose stock is not easily read from the stock market.

Because of these issues, it is highly recommended to get a third-party independent ESOP advisory from our firm. SPA has a number of skilled and knowledgeable professionals who can reliably offer their expert opinion on your company's potential ESOP.