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Transaction and Advisory Services
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M&A Advisory
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Strategic Alternatives
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Fairness Opinions
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ESOP Advisory



ESOP Advisory

MPI has helped numerous clients implement and maintain ESOPs in accordance with increasingly stringent regulatory standards. In that regard, MPI is highly qualified to advise shareholders and fiduciaries as they traverse the complexities associated with ESOP origination and compliance.

MPI has been providing valuations to ESOP plan administrators for nearly 35 years. During this span, we developed a deep understanding of the nuances pertaining to ESOP valuations as well as the heightened scrutiny of ESOP valuation opinions and reports by trustees and the Department of Labor. This long term perspective has resulted in ESOP client relationships that span decades.

ESOP advisory and valuation services include:

  • Providing fairness opinions to ESOP trustees
  • Performing ESOP feasibility studies
  • Issuing ongoing, required ESOP valuation opinions
  • Advising ESOP trustees on the sale or purchase of ESOP shares