Employee Stock Ownership Plans
Valuation Support for ESOP Implementation and Compliance
Employee Stock Ownership Plans (ESOPs) offer architecture, engineering and design firms a tax-advantaged strategy for succession planning and employee retention. A successful ESOP starts with a qualified, independent business valuation that complies with IRS and U.S. Department of Labor (DOL) standards.
DM Consulting Group is a trusted provider of ESOP valuations for design firms nationwide. We work closely with firm owners, ESOP trustees and legal advisors to ensure the valuation process is defensible, cost-effective and aligned with long-term business goals.
Expert ESOP Valuation Services
We provide a full suite of ESOP-related valuation services, including:
- Initial ESOP feasibility analysis to determine if an ESOP is the right fit
- Transaction support for plan setup or share sales to the ESOP trust
- Annual ESOP valuations to ensure continued compliance with ERISA and IRS regulations
- Valuation updates for repurchase obligations and stock redemptions
- Trustee and advisor collaboration to ensure transparent, defensible processes
Our valuations reflect the unique financial and operational characteristics of design firms and are built to meet strict regulatory requirements.
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