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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 50 ESOP companies across the United States. For select clients, we also perform ESOP Feasibility Studies and assist business owners in ESOP formation and ESOP transaction design. Shareholder Strategies has been a member of The ESOP Association, as well as the National Center for Employee Ownership (NCEO), since 1994.
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 us for more information about our ESOP and non-ESOP business valuation services.
Peter Briggs: pbriggs@shareholderstrategies.com
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