ESOP Valuation
Services

Research Optimus (ROP) delivers industry-leading, independent valuations of Employee Stock Ownership Plans (ESOP). ROP’s team of analysts is equipped to handle transactions that are far more complicated than regular business transactions. We have more than a decade of experience in comprehensive ESOP transaction support, update valuations, appraisal reviews, and reporting.

ROP’s ESOP valuations incorporate all of the usual complications related to business valuations, with the added difficulties related to various types of fair market values, control premiums, discounts based on liquidity, tax structures, and multiple other factors. Furthermore, every ESOP valuation completed by our team is detailed enough to pass even the most stringent IRS review. Reach out to our team via our website contact form to get started with your ESOP valuation requirements.

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ESOP Valuation Services
Offered by Research Optimus

At Research Optimus, we have been delivering comprehensive ESOP valuation reports for over a decade. Our services include:

  • ESOP Valuations

    Our in-depth valuations include projected cash flows, discounts, normalizing adjustments, market multiples, and marketability.

  • Transcription Support

    Our team is capable of designing and initiating ESOP transactions from the ground up. Shareholders, ESOP trustees, and businesses understand their tax, retirement, and other financial benefits in a whole new way, with Research Optimus. We clarify the process from the perspective of the sellers, the sponsor company, and employees to ensure total confidence.

  • Scheme Designs

    We create optimal processes and schematics for formulating ESOP policies, shareholding, designing employee stock options, EPS, analyzing financial implications on base capital, employee benefits, legal documents, tax incidences, and other related costs.

  • Repurchase Liability Analysis

    Our team assists with future payout planning of ex-participants and those who make use of diversification systems.

  • Participant Reports

    We create reports of participants that include taking records of stock allocations, account balance details, account statements, summary annual reports, form 5500 filing, and related ESOP schedules.

  • Admin Services

    We improve administrative processes in line with regulations of the Revenue Code. We complete annual participant account statements, annual filings, and stock allocation figures.

  • Feasibility Studies

    Research Optimus investigates the company’s ESOP debt repayment capabilities, and the possibility of launching value-boosting features such as warrants and preferred stock use. We create updated ESOP company valuations annually, which are mandated by the Department of Labor.

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  • Gifting & Estate Planning

    We go above and beyond ESOP processes to include collaborating with our client’s legal teams to establish the impact of ownership transference. Our team assists with estate freezes and recapitalizations, LLCs, and family limited partnerships.


Benefits of Availing
Research Optimus’s Services

Research Optimus has been providing ESOP valuation services for well over a decade. Our depth of experience enables us to offer the following benefits:

  • Multi-Industry Experience

    Our team’s experience spans almost every profession, enabling a depth of understanding that gives Research Optimus the edge in any ESOP valuation.

  • Professional Support

    We are an outsourcing business with a high level of exposure to a multitude of regulatory, financial, and legal systems.

  • Real Partnership

    Research Optimus is dedicated to developing long-term partnerships that evolve and grow over time.

  • Consistent Improvement

    With time, our services get more efficient, including regular updates, monitoring, and reporting processes running optimally.

  • Data Security

    We care about the security of your data. We follow ISO 27001 standard process and operate using strict protocols and vetted team members to guarantee your security.

  • Custom Services

    Our team will tailor our services to meet your specific needs, including dynamic team scaling to ensure you have all the resources you need.

  • Dedicated Project Manager

    You will have access to a dedicated project manager for the duration of your project, ensuring regular updates and the smooth operation of every task.

Simplified and Secure ESOP Valuation Reports
from Research Optimus

Research Optimus offers industry-leading ESOP valuation services, aimed at simplifying the process on our client’s end. Our financial research professionals ensure that each detail is solid and capable of passing an IRS review. Get in touch with us via our contact form to get your project up and running.


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