Founded in 1994, Shareholder Strategies is a business valuation firm that specializes in Employee Stock Ownership Plans (ESOPs).

Shareholder Strategies performs the annual stock valuation for approximately 45 ESOP companies across the U.S.  For select clients, Shareholder Strategies also performs ESOP Feasibility Studies and assists business owners in ESOP creation and ESOP transaction design. Shareholder Strategies has been an active member of the ESOP Association for well over 20 years.

Shareholder Strategies also performs valuations of LLC's and Limited Partnerships for Estate and Gift purposes. We have performed more than 100 such valuations over the years.

Please contact Peter Briggs at for more information about our ESOP and non-ESOP business valuation services.