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4: ESOP Valuation

Edward A. Wilusz, Managing Director of Value Management, Inc. (VMI) sat down with Bret during the September 2017 ESOP Association Multi-State Conference – PA/DE and NY/NJ Chapter Meeting in Scranton, PA for a wide-ranging discussion of the ESOP valuation process.

For over 25 years, Value Management Inc. has acted as a financial advisor to both newly-formed and existing Employee Stock Ownership Plans (“ESOP”s) to assist the ESOP in transactions to acquire stock of the sponsor company. With over 125 years of combined valuation experience, Value Management Inc.’s team has prepared fairness opinions for dozens of ESOP transactions involving large, medium and small-sized companies.


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