Employee Stock Ownership Plans

(ESOPs)

WVA provides valuation advisory services to plan fiduciaries in all types of employee stock ownership plan ("ESOP") transactions, including the initial formation and purchase of shares by the ESOP, annual valuation updates for administrative purposes, and subsequent stock transactions involving the ESOP.

It goes without saying that a thorough knowledge of the ESOP environment is critical to the process. Our professionals have worked with plan fiduciaries for over 25 years and experienced a broad variety of situations that are truly unique to ESOPs. During that time frame we have been involved in providing valuation opinions to trustees in a wide variety of industries.