Specializing in ESOP Valuations
As the financial advisor to the ESOP Trust, we provide services that include annual update appraisal services, transaction analysis and fairness opinions, company analysis and feedback regarding performance, and general financial consulting. We work with new ESOPs in structuring a transaction and/or determining the price at which a transaction can take place.Learn More
We advise board of directors, special committees, companies, minority shareholders, and other fiduciaries with an unbiased assessment of the financial fairness of a pending transaction.
At Weinress & Associates, our process is an interactive process in which the client is involved during all phases of the analysis. We value our client relationships and the integrity of our client's data by using secure controls to protect data and information provided to us.
Phase I - Engagement with Trustee and Indemnification and Fee Payment by Company.
Phase II - Gather Company Documents/Information, perform a thorough review of the information collect and setup a Field Visit along with discussions with Company Management.
Phase III - Collect and analyze Market data and continue to have informational reviews with the client.
Phase IV - Determine appropriate valuation methodology to be used, conduct a valuation analysis, consider ESOP-specific Characteristics and consideration of Discounts and Premiums.
Phase V - Create the draft Appraisal Report, submit to client for review and comments. Only after the draft document has been thoroughly discussed with the client will we issue the final Conclusions/Report to the Trustee.
DOL case to watch - Perez v VinoskeyRead More