Employee Stock Ownership Plans

For decades, trustees and TPA’s have entrusted us to provide these valuations for their ESOP clients, leading to long-term client relationships. Employee Stock Ownership Plan valuations are subject to increasing scrutiny and regulations. Our best practices adhere to current Department of Labor (DOL) and IRS guidelines. We adhere to the principle that our valuations must be fair to all parties.

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JBVal delivers rock-solid valuation results with speed and satisfaction. Our team is here to help business owners and their advisors with the timely, fair, and defensible valuations they need.

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