Employee ownership plans give employees an equity stake in the company, often resulting in improved employee performance and increased company value over the long run. There are a variety of plans which create broadly shared ownership with employees. Employee stock ownership plans (ESOPs), qualified or nonqualified broad-based stock purchase plans, internal stock markets, stock grants, and 401(k) plans that use company stock as an investment or matching option.

Our valuation professionals assist business owners and trustees in determining if an employee ownership plan is appropriate, and if so, we advise owners on its establishment and maintenance. ComStock is an ESOP owned company, familiar with all aspects of employee ownership including:

• Feasibility studies
• Plan structure
• Transaction structure
• Fairness and solvency opinions
• Annual valuations
• Sustainability
• Plan terminations