Successful establishment and maintenance of an ESOP depends on the trustee’s ability to make sound decisions based on concrete knowledge and strategic insight. To assist with this responsibility, PCE can serve as the financial advisor to the ESOP trustee.

As financial advisor to the ESOP Trustee, we will

  • Perform an independent valuation incorporating all business assets
  • Deliver an accurate and objective third-party financial opinion

PCE experts work in true partnership with our clients, lending our insight and expertise to help keep the ESOP on its most prosperous course.

Recent Engagements


ESOP

Trustee Advisory

ESOP

Trustee Advisory

ESOP

Trustee Advisory

ESOP

Trustee Advisory