ESOP Valuation

Employee Stock Ownership Plans (ESOPs) require annual valuation updates and from time to time may require plan adjustments. Valuing business equity for establishment of an ESOP and for the ongoing requires specialized knowledge. VMI values over 65 ESOPs each year and provides fairness opinions and other valuation services on a regular basis to many other plans. We work closely with attorneys, bank officials and others active in setting up the ESOP, while remaining independent of financial interests in the plan to provide objective opinions.