GlassRatner provides valuation, transaction and consulting services for employee stock ownership plans (ESOPs). We assist business owners, companies, and fiduciaries through the complex financial and valuation implications of the financial, regulatory and tax aspects of ESOP transactions. Specifically, our ESOP-related services include:

Planning

• ESOP feasibility studies
• Preliminary valuations and scenario analysis

ESOP Transaction & Execution

• Transaction structuring and negotiating
• Secure financing
• Initial valuation
• Fairness opinions and solvency opinions
• Post transaction valuation

ERISA Compliance

• Annual valuation
• Second stage transactions
• ESOP loan restructuring
• ESOP and ERISA litigation support

Exit

• Merger and acquisition advisory
• Recapitalizations
• ESOP terminations
• Fairness opinions

GlassRatner professionals are members of the ESOP Association and the National Center for Employee Ownership and are frequent speakers, lecturers, and teachers on the subject of ESOP valuation methodology and financial advisory work at conferences and meetings sponsored by these organizations and others. In addition, professional staff members hold key positions on the ESOP Association’s Valuation Advisory Committee.