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