Employee Stock Ownership Plan (ESOP) Services

When you need an audit, a fairness opinion, or an annual valuation update for your employee stock ownership plan (ESOP), it’s important to find a team you trust.

That’s why Weaver has built a team specifically focused serving plans like yours. Our professionals hold credentials such as Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Accredited in Business Valuation (ABV).

These professionals’ skills and knowledge are backed up with Weaver’s resources and quality as a national CPA firm. With our Technical Standards Committee and meticulous quality review processes, you can be confident that Weaver’s work is well-supported and reliable.

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Executive Resource

Exit Considerations for Owners of Small and Medium-Sized Businesses

When a small to medium-sized business owner exits a company, the factors they need to ponder are varied and complex. Here’s an overview of those considerations.

Ext. Publication

Valuation Director, Jennifer Krieger, Joins The Journal Record Power List

The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.

Article

DOL to Introduce Adequate Consideration Regulations for ESOPs

The DOL has committed to finalizing regulations surrounding the adequate consideration exemption, a proposed regulation still being cited in ESOP transactions

Podcast

Podcast: Case Study: An ESOP Transaction in Construction

Tune in as CFO of Pieper-Houston Electric, Will Rosell, sits down with Weaver's Jennifer Krieger to explain how and why their ESOP plan was chosen.

Podcast

The ESOP Podcast: Stock Appreciation Rights with Jenn Krieger

On this episode of The ESOP Podcast, Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from other forms of compensation.

Article

Employee Stock Ownership Plan (ESOP) Tax Reference Guide

An employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.

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ESOP Assurance Services

As one of the top 30 benefit plan auditors in the United States, Weaver has ESOP audit professionals in all of our coast-to-coast locations. We audit more than 350 retirement plans each year in an ESOP audit portfolio that aggregates more than $12 billion in plan assets. With Weaver, you will work with professionals who attend ESOP plan-focused training, which results in more efficient, value-added, quality audits that help you meet your fiduciary responsibilities.

ESOP Valuation Services

Our academic approach to valuation, real-world transaction experience and robust quality control processes ensure that trustees can rely upon Weaver’s ESOP valuation services including:

Fairness Opinions
Annual Valuations
ESOP Valuation Reviews

When you need a fairness opinion, an annual valuation update for your employee stock ownership plan or valuation review, it’s important to find a team you trust. That’s why Weaver has built a team specifically focused on these plans.

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