Enterprise Services, Inc.

Overview | Transition Planning | Employee Ownership Plans | Business Valuations



If you’ve been considering converting your business into being all or partly owned by your employees, you’re in the right place. Employee Stock Ownership Plans (ESOPs) can be an excellent choice – if they’re the right fit for your business. We have one of the largest ESOP client bases in the country. Our experience, combined with hands-on industry training gives ESI the unique qualifications needed to handle the complex federal regulations associated with ESOPs. Feasibility Studies Considering an ESOP requires a detailed analysis of a company’s financial and philosophical goals. ESI can perform a feasibility study to determine if your corporate culture and finances will fit an ESOP. Business Valuations Determining an objective value for your business is critical. We have the experience to value your business according to the highest professional standards and according to all regulations. Other business valuation services include: Initial valuations Valuation updates Terminated ESOPs Mergers and acquisitions Other stock transactions Specialty Services Our years of experience can help in many complex financial situations. We can provide technical and practical advice to help our clients negotiate these challenges. Fiduciary obligations Fairness opinions Subchapter S Corporation tax implications Transaction structure for ESOPS Stock redemptions Consultation on transaction financing Mergers and acquisitions of ESOP companies Litigation support