ESOP Valuations

Highland Global provides ESOP valuations for companies evaluating or maintaining employee stock ownership plans. We understand the unique legal, financial, and regulatory frameworks that govern ESOP transactions and valuations. Whether you’re establishing an ESOP, undergoing an annual update, or reviewing a trustee’s valuation, our team delivers defensible conclusions aligned with Department of Labor and IRS expectations. We also support fairness opinions and transaction-related advisory for leveraged ESOPs.