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Employee Stock Ownership Plans
SC&H Group has dedicated Employee Stock Ownership Plan (ESOP) experts on staff to assist with the formation and operation of ESOPs. We rely on the specialized knowledge of our professionals to serve ESOP clients nationwide, assisting plan sponsors and trustees in establishing and maintaining well designed ESOPs. As an ESOP-owned company, SC&H has the real world experience needed to help our clients navigate the unique aspects of an ESOP. Our services to ESOP companies are summarized below.
Transaction Services
SC&H has experience in providing the following transactional services to privately-held business
owners, trustees, and legal counsel in connection with initial and follow on ESOP transactions:
- Pre-transaction Valuations
- Fairness Opinions
- S Corporation Tax Opinions
Existing ESOP Services
SC&H also has experience in providing the following services to existing ESOP plan sponsors and
trustees in connection with their annual compliance requirements:
- Annual Valuations
- ESOP Plan Audits
- ESOP Accounting Assistance
- Company Sponsor Financial Statement Audits
The establishment and ongoing administration of an ESOP is a complex process requiring the expertise of professionals with relevant experience and training. Our firm and our professionals are members of The ESOP Association and the National Center for Employee Ownership; we possess broad experience providing guidance to ESOP companies throughout the nation.
For more information about our Business Valuation and Litigation Support practice, contact us.
