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Take stock of your plan.

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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Featured Resource

Is an ESOP Right for Your Company?

Curious if an ESOP is the right exit path for you? Take our quiz to better understand if an ESOP is a good fit for you and your company.

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ESOP Reference Guide

What is an ESOP, and what are the advantages?
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Employee Stock Ownership Plan

(ESOP) Tax Reference Guide
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