ESOP ADVISORY SERVICES
   
 


Lighthouse Advisors is prepared to assist business owners with the analysis and establishment of an Employee Stock Ownership Plan (“ESOP”).   Alternatively, we can provide independent financial analysis and valuation services to support the Trustee of an existing ESOP.    Our professionals have extensive experience with both minority interest and controlling interest ESOPs.
Lighthouse Advisors can provide the business owner(s) with the following ESOP formation assistance:

  • Initial Business Valuation
  • Feasibility Analysis
  • Analysis of Alternative Deal Structures
  • Capital raising
  • Fairness Opinion (for the Board of Directors)
  • Later stage transactions
  • Design of parallel Executive Benefit Plans

As an alternative, Lighthouse Advisors can be retained by the ESOP Trustee for ERISA compliance services including:

  • Annual Valuations
  • Later stage transactions
  • Trustee financial advisory
  • Fairness Opinion (for the ESOP Trustee)
  • Litigation support
  • Follow-on acquisitions
  • ESOP Termination

For additional information on ESOPs, please visit the following websites:
The ESOP Association 
NCEO – The National Center for Employee Ownership

 
 

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