Experts in
ESOP
We Help Build Great ESOPs
Together, with our partners at Pilot Hill Advisors, we help companies and trustees implement and maintain great ESOPs.
Drawing on the combined expertise of Pilot Hill and Adamy Valuation, the members of Pilot Hill Adamy Valuation (PHAV) assist the country’s leading ESOP trustees with fair market value assessments and transaction advisory services. PHAV leverages its three decades of experience to help create sustainable ESOPs, make the complex simple, and deliver best-in-class analytics, process, and service to trustees of both new and existing employee-owned companies.
Company And Owner ESOP
Services
- Ownership planning and exploration
- ESOP feasibility analysis
- ESOP implementation
Trustee ESOP
Services
- Fairness opinions for ESOP implementation
- Stock valuations for annual administration
- Fairness opinions for plan termination and ESOP company sales
- Adequate consideration opinions for ESOP transactions
- Financial advisory services to trustees for company acquisitions and other transactions
Related Insights
ESOP
Estate Planning with ESOP Warrants
Warrants are often packaged with seller subordinated notes as consideration for sellers to an ESOP. Due to the highly-leveraged nature of an ESOP transaction, the warrants have a very low value when they are issued and, as the company pays off the transaction debt and...
Considering an ESOP? Start here!
An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit. Maybe you already know a little about ESOPs. You probably know that an ESOP can offer employee ownership and preserve...
Should You Establish an ESOP at Your Company?
Federal legislation in the 1970s paved the way for Employee Stock Ownership Plans (ESOPs), giving business owners a tax-advantaged way to share broad ownership with employees. ESOPs are one of the most popular vehicles for sharing company ownership with employees....
Want To Learn More About an ESOP?
We are lifelong learners who serve clients by solving meaningful financial problems.
