ESOPs
Maximize the benefits of an ESOP as an employee benefit program and succession planning alternative
Why consider an ESOP?
Motivate employees with an ESOP program that can also serve as an ownership succession alternative. APEX Financial Services as a trusted source for accurate opinions of Fair Market Value can maximize the benefits of your ESOP, ensuring a win/win solution.
Achieve goal alignment.
If your goal is to drive business performance, employee stock ownership plans provide benefits of ownership to employees while aligning employee, management, and shareholders’ long-term goals and objectives.
Employees and shareholders both benefit.
ESOPs also provide a vehicle for shareholders to sell and diversify their investment holdings while providing the potential for future financial benefits to long-term employees.
Need Help?
We can help you value equity compensation based on your specific business or need.
The APEX difference.
APEX professionals work closely with business owners, shareholders, managers, trustees, and participant representatives to ensure that the valuation of a company’s stock is conducted objectively and fairly. From initial feasibility appraisals and transaction valuations and opinions of adequate consideration to ongoing annual appraisals, valuation and opinion services, you will always receive customized, personalized service that exactly meets your unique needs.
Benefit from our impressive track record.
As a client of APEX you are our long-term partner. As such, you will also have access to our portfolio of consultative experience working with minority and controlling ownership interests as well as leveraged and S-Corporation ESOPs. We use our knowledge and experience to help owners, executives, and trustees realize the intended benefits of an employee stock ownership plan from day one and throughout the years.
What’s Next?
We can help answer questions specific to your business or need. Or check out other services we offer.