Employee Stock Ownership Plan (ESOP)

Buy-Side Advisory

Helping Fiduciaries Make Informed Investment Decisions

If you are an ESOP fiduciary, you must have accurate information grounded in sound valuation principles when making critical ESOP investment decisions. There’s never been a better time to rely on expert ESOP buy side advsiors.

What is the fair market value for the stock? What are the implications of a potential transaction? What is the impact the transaction will have on all stakeholders? These are just some of the questions to be addressed when analyzing a potential ESOP sale.

No matter your questions, you will benefit from having an expert partner who provides superior value and services, so you can avoid risks and get an equitable and fair transaction.

Put Our

Expertise to
Work for You

The experts at Vision Point Capital have a long, successful track record of analyzing and structuring ESOP transactions while working together with plan trustees of all types from institutional representatives to independent and internal trustees. When you work with our collaborative advisory team, you take advantage of our in-depth knowledge of valuation, ERISA compliance, and tax law needed to help you with successful ESOP transactions.

One of our specialties is helping you understand the impact of an ESOP transaction, so you can make an informed decision. Because ESOPs range in complexity, it is important to have an experienced advisor by your side that is independent and objective and can guide you through each step of the process.

Guidance You Can Rely On

If you are responsible for representing the employees on an ESOP transaction, we provide a wide range of financial and advisory services for new and established ESOPs.

Our ESOP buy side services include:

1.

Initial transaction valuations

2.

Annual appraisal updates

3.

ESOP appraisal review

4.

Feasibility studies & related financial modeling

5.

Transaction negotiations

6.

Fairness opinions