ESOP Valuations
The McLean Group’s M&A perspective, valuation experience, and technical expertise benefit its employee stock ownership plan (“ESOP”) clients throughout the ESOP lifecycle.
From discounts for lack of marketability to leveraged ESOPs to adjustments for tax and repurchase obligations, analyzing the value of ESOP shares can be very complex. Our team has the training and experience to develop the best solutions for your ESOP needs.
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Representative Engagements
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Related News
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In the Media · Sep 2025Fairness Opinions: Protecting Boards and Shareholders in M&AAs we approach the end of the year, many companies are finalizing strategic decisions, closing transactions, and preparing for what’s ahead. For directors and executives, this often means heightened scrutiny around governance and shareholder protection [...]Read More →
Market Report · Apr 2026What Is a 409A Valuation and When Does Your Company Need One?A 409A valuation is an independent appraisal of your private company's common stock, and if you're issuing equity incentive awards to employees, it's a legal requirement, not a formality. Get it wrong, and employees face [...]Read More →Talk to us about ESOP valuations
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