Transaction Valuations

Supporting Business Value Through Transactions

Achieving the greatest value in any transaction-whether you’re implementing an employee stock option plan (ESOP), conducting a merger or acquisition or adding a new partner-requires insight into a multitude of factors, from the value of the business (or combined businesses) and other assets to the accounting and tax implications of the deal structure.

Bennett Thrasher’s transaction advisory team understands all the factors that drive business value, and we provide the comprehensive insight necessary to execute transactions efficiently and with the most beneficial results.

Support Throughout the Transaction Cycle

Our highly credentialed valuation professionals have advised on hundreds of transactions and draw on our firm’s deep bench strength in tax, accounting and advisory services to provide:

  • Objective business valuations to support merger or acquisition negotiations
  • Financial advisory services, including feasibility, valuation and adequate consideration analyses for ESOPs
  • Comprehensive due diligence to reveal risks and opportunities for the buyer or achieve maximum economic benefits for the seller
  • Value enhancement consulting to develop the highest possible value in anticipation of a future liquidity event

National ESOP Valuation Experts

While every transaction is unique, ESOP installations require a higher level of specialized technical expertise. An improper ESOP valuation can trigger sanctions from the U.S. Department of Labor (DOL) or the Internal Revenue Service (IRS), as well as potentially negative tax implications.

Bennett Thrasher’s team of nationally recognized ESOP valuation specialists has the experience and training you need to meet your fiduciary and regulatory obligations and establish a plan that will drive value for the business and its employees. As active members in The ESOP Association (TEA) and the National Center for Employee Ownership (NCEO), we have performed ESOP valuations on behalf of trustees and business owners across the country, and we have been invited to present on ESOP valuation topics to national audiences.

If you are initiating an ESOP installation or another business transaction that requires a valuation, contact Patrick Braley or call 770.396.2200 to find out how we can support your strategic objectives.