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Equity Incentive Plans

Equity incentive plans can be structured in many different forms from formal employee stock ownership plans (ESOPs) to phantom stock plans. The McLean Group has significant experience performing business valuations for a variety of equity incentive plans. These business valuations are undertaken for financial reporting (SFAS 123R) and income tax (Section 409A, etc.) purposes. Recent fairness opinion engagements include:
 
 

Selected ESOP Engagements

WSP ESOP   JB&A ESOP   Royal 4 Systems ESOP