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Valuation, Financing, Transaction, Merger, Acquisition, Divestiture, Fairness Opinion, Corporate Finance, Financial Advisor

Employee Share Ownership Plans


An Employee Share Ownership Plan (ESOP) is a structure that provides a company's workforce with an ownership interest in the business. 


An ESOP is put in place for the following reasons:

  • to attract talented prospective employees;

  • to retain talented existing employees;

  • to foster a motivating ownership culture resulting from participation in the profits of the business; and,

  • to align the financial objectives of the employees and the shareholders of the business.


Implementing an ESOP in a private company often provides for the transfer of ownership transfer between the company and its shareholders and/or between  the company's shareholders based on a Unanimous Shareholders Agreement (USA) that is put in place.


Our role for an ESOP may include one or both of the following:

  • An Initial Valuation to commence the ESOP; and,

  • An Annual or Periodic Valuation thereafter in support of:

    • the USA of the company; and,

    • the transfer of share ownership interests between:

      • the company and its shareholders; and,

      • between the shareholders of the company.


Click here for our comments on Unanimous Shareholders Agreements.


Click here for a PDF Version of our firm's experience for purposes of Employee Share Ownership Plans.


Contact us on a confidential no obligation basis to discuss your situation and how we may be able to assist you.


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