Employee Stock Ownership Plans require valuations that fiduciaries, trustees, and company leadership can rely on. ESOP work sits at the intersection of ERISA expectations, transaction timing, and ongoing compliance — and the valuation has to be independent, well documented, and defensible.

Arch Canyon prepares ESOP valuations for transactions and recurring valuation dates. We understand how capital structure, control, marketability, and plan-specific facts affect value, and we deliver analyses suited to trustee review and regulatory scrutiny.

Our ESOP valuation services include

• Annual and interim ESOP company stock valuations
• Transaction valuations for ESOP formations, sales, and restructurings
• Fairness-related support in connection with ESOP transactions where appropriate
• Analyses addressing control, marketability, and complex capital structures
• Coordination with ESOP counsel, trustees, and administrators

Why independence matters

ESOP valuations are relied on by parties with fiduciary duties. Our role is to provide clear methodology, supportable conclusions, and documentation that stands up to review — not a template conclusion.

Our highly credentialed experts provide well reasoned, supportable, and defensible opinions.