The principals of Columbia Financial Advisors are nationally recognized experts in Employee Stock Ownership Plan (ESOP) financial advisory and appraisal services. We act as independent financial advisors to trustees, trust committees, or on behalf of selling shareholders in ESOP transactions. As such, we determine the fair market value of the subject interest and whether the transaction is financially fair. In addition, the firm can help determine whether the ESOP is feasible for the company, and assess the impact of ongoing repurchase obligations.
We are members of the ESOP Association and the National Center for Employee Ownership and our professionals are frequent speakers, lecturers, and teachers on the subject of ESOP valuation methodology and financial advisory work at conferences and meetings sponsored by these organizations and others. Professional staff members hold key positions on the ESOP Association’s Valuation Advisory Committee and at our regional chapter level. One of our Principals is the course developer and instructor for the American Society of Appraiser’s ESOP Valuation Course.
Columbia Financial Advisors has participated in virtually every kind of ESOP transaction involving companies located throughout the U.S. operating in a wide array of industries.
We have been involved in a variety of transaction structures involving ESOPs including multi-investor transactions, ESOP buying (or selling) a minority or controlling interest, corporate stock redemption or issuance, buyout of existing shareholder(s), sub chapter S conversions (with and without LLC structures), and the purchase/sale of an entire company or minority interest by/to a third party.
Columbia Financial Advisors provides quarterly, semi-annual, and annual valuations for ESOPs and other qualified plans such as pension and profit sharing accounts. We provide ESOP appraisal review services.
Our rigorous documentation and in depth reports continue to stand the test of time, providing our clients excellent support through IRS and DOL audits.
Our nationwide base of ESOP clients ranges from small middle market entities to those with billions in sales. Here is a sampling of recent transactions for which we provided valuation services: