ESOP Valuation & Opinions

With unmatched resources and expertise, Stout is the premier provider of valuations & fairness opinions for ESOP companies and trustees.

Stout has provided valuation, financial advisory, and fairness opinion services to every major institutional ESOP trustee in the United States. With more than 4,000 ESOP-related engagements completed, our experience and execution capabilities – as well as our ability to document and defend our valuation analyses against challenges from regulatory agencies and other parties – are unrivaled.

We provide fairness opinions and valuations throughout the ESOP lifecycle, from pre-ESOP planning to ESOP formation and compliance, through sustainability and exit.

Learn more about our full spectrum of ESOP advisory services.

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Who We Serve

• ESOP trustees
• ESOP-owned companies
• Business owners of companies who are considering an ESOP
• Buyers of ESOP-owned companies
• ESOP counsel and other ESOP advisors