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Marcum LLP
Marcum LLP
Valuation & Litigation Support

ESOP Valuation Services

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Marcum LLP provides independent valuations in connection with transactions involving stock to be acquired by Employee Stock Ownership Plans ("ESOP").

We also provide fairness opinions in connection with such transactions, annual ESOP update valuations, valuations for ESOP stock redemptions, and plan terminations. We have more than 20 years of experience in providing such opinions and communicating our conclusions to all parties involved through our comprehensive written reports and our oral presentations to trustees, company counsel, and company auditors.

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Related Services:     Disputes & Litigation  |  Tax  |  Financial Reporting   |  Corporate Transactions  |  Industry-Focused Practice Areas  |  ESOP Valuation Services
How Marcum Can Help?

The valuation of ESOP stock requires specific knowledge of the Employee Retirement Income Security Act of 1974 ("ERISA") regulations. ERISA gave the Department of Labor oversight as to certain statutory requirements that must be satisfied by the sponsor of an ESOP.

Marcum's ESOP valuation team possesses the requisite expertise to provide the analysis that is required by the Internal Revenue Service and Department of Labor. Our team has provided valuation services on a wide variety of transactions involving shares of privately-held stock in a broad array of industries.

Some of the factors that are specific to the valuation of stock held by an ESOP Trust are as follows:
  • The price that the ESOP trustee pays for the stock must represent "adequate consideration."
  • The appraisers must be independent and qualified.
  • Premiums and discounts should be applied based on the facts and circumstances of the stock held by the plan.
  • There are specific share price reporting requirements.

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Kenneth J. Pia, Jr

Partner-in-Charge
Business Valuation Services
Valuation & Litigation Support
New Haven, CT
 
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