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.

Pilot Hill Adamy Valuation (PHAV) combines the expertise of Pilot Hill and Adamy Valuation to support the nation’s leading ESOP trustees with fair market value assessments and transaction advisory services. Our deeply experienced ESOP professionals focus on simplifying complex processes, helping to create sustainable ESOPs and providing trustees of both new and established employee-owned companies with best-in-class analytics, processes, and service.

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

ESOPs: An Alternative Exit Strategy for Business Owners

Transitioning ownership in a business is inevitable, but it can be a sensitive andemotional subject. Business owners invest immense time, capital, and effort intobuilding their companies, which is why succession planning is often postponed—it canfeel overwhelming to...

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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...

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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...

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