Drawing on the combined expertise of Pilot Hill Advisors and Adamy Valuation, the members of Pilot Hill Adamy Valuation advise ESOP trustees on transactions and annual valuation updates.
We recognize that our trustee clients are held to the highest standard of care in fulfilling their fiduciary duty to the ESOP. We approach all of our ESOP work with this in mind, supporting ESOP trustees with rigorous, independent analysis.
ESOP stock valuations for annual plan administration
Fairness opinions for ESOP implementations and secondary stock purchases
Fairness opinions for plan terminations and ESOP company sales
Adequate consideration opinions for ESOP transactions
Initial valuations for transaction fiduciaries
Financial advisory services to trustees for company acquisitions and other transactions
Please contact us if you would like to discuss any ESOP valuation questions or learn more about Pilot Hill Adamy valuation services.
