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"C&K never miss a deadline and are very thorough. Our audit firm recommended them for our 141 and 142 work, and they walked us through the process and answered all of our auditors' questions. They were concerned about our best interests. I wouldn't consider switching. They are fantastic!"

– Donna Schaefer

Employee Stock Ownership Plans

Our professionals have served as independent financial advisors to ESOP fiduciaries since 1988. The Employee Retirement Income and Securities Act and the Internal Revenue Code require special consideration in transactions between an ESOP and its employer corporation. ESOP valuation advisory services include:

- ESOP feasibility studies
- Transaction negotiation and structuring on behalf of ESOPs
- Adequate consideration opinions on ESOP formation
- Annual ESOP company stock valuations
- Analysis of ESOP terminations and distributions
- Fairness opinions on restructurings, mergers and recapitalizations
- Adequate consideration opinions for stock tender offers
- Expert testimony during regulatory challenges

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