Weaver Understands Employee Stock Ownership Plans (ESOPs)

 

When you need an audit, a sell-side valuation, 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.

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.

Download our ESOP service sheet.