Employee Stock Ownership Plan Valuations

Receive accurate and defendable valuations for employee stock ownership plans (ESOPs).

The Benefits & Drawbacks of ESOPs

ESOPs come with a plethora of benefits: they are tax deductible, can motivate employees, and can be a great way to exit a business without company leadership losing strategic power to a third-party seller. However, ESOPs are also subject to strict valuation requirements from the IRS and Department of Labor (DOL). This is why it’s important to have a trusted and independent appraiser that can assess the fair market value of your organization.

Expert ESOP Valuations From Quist

By working with Quist, you’ll gain access to a dedicated team of valuation experts that can satisfy your immediate and ongoing ESOP valuation requirements. We strive to truly understand the businesses we work with, allowing us to not only provide valuations that stand up to IRS and DOL scrutiny, but also insights businesses can use to make better decisions about their ESOP moving forward.

Decades of Valuation Experience

IRS- & DOL-Compliant Valuations

Expert Analysis & Guidance

Quick & Efficient Valuation Process







Partner With Quist

Schedule a call to learn more about how Quist can help you smoothly implement employee stock ownership plans.

ESOP Resources


ESOPs: A Must-Consider Exit Strategy for Business Owners, with Colorado’s Innovative Tax Credit Leading the Way

Has your business reached the point of success where an exit strategy seems like the next logical step? A smart business owner plans ahead and understands all their options when it comes to implementing an exit strategy so that they can get the most out...

December 27, 2023


What Happens When I Sell My Business? 3 Valuable Strategies

Entrepreneurship has many upsides. Business owners get to decide what they stand for and choose which customers they want to work with, owners set their own schedule and have control over their time, and they have the option to generate a nice income from their...

April 10, 2019


When’s the Best Time to Start a Plan for the Sale of a Business?

John is very excited. He’s just begun his manufacturing company, he’s got his first customers, hired employees, and delivered his first orders. The business seems to be on its way to success. Selling his company is the last thing on his mind. But why? When...

April 10, 2018


Is an ESOP Right for Your Company? Pros and Cons

An Employee Stock Ownership Plan (ESOP) is an employee benefit plan that offers advantages to business owners, their companies, and employees. ESOPs help companies align incentives with employees by enabling them to become shareholders. Thus, ESOPs are a creative way for all stakeholders to invest...

June 6, 2017


New Colorado Law to Provide Funding for Small Business ESOP Program

FOR IMMEDIATE RELEASE Boulder, CO. – May 22, 2017 – Legislature recently passed a bill that helps keep business in Colorado as well as protect and grow jobs. The bill supports the development and implementation of Employee Stock Ownership Plans (ESOP). Colorado- based Quist Valuation,...

May 22, 2017


Transfer Your Business And Avoid The Deal Killer: Taxes

When you started your business, you may have had issues on your mind other than choosing the best corporate entity form for an eventual sale. Now that you are thinking about your exit, however, entity choice (C or S corporation) has become critically important. That’s...

December 5, 2016


Eight Ways to Exit Your Company

According to Paul Simon, there are 50 ways to leave a lover. Not being as creative as Mr. Simon, we’ve only come up with eight ways for owners to leave their companies: Given the right circumstances, one of these paths may be appropriate for you....

November 30, 2016


Transferring Your Company to Key Employees

Owners wishing to sell their businesses to management, (key employees), face one unpleasant fact: their employees have no money. Nor can they borrow any—at least not in sufficient quantity to cash out the owner. As a result, each transfer method described in this White Paper...

April 15, 2016


Retiring Boomers: The Good, the Bad, and the Opportunities

The Good It has been discussed for a decade now; the huge bubble of people born after WWII until the middle of the 60’s is quickly approaching retirement.  You’ve heard the numbers; Those rumblings you hear could be an avalanche of Boomer sellers of unheard...

January 12, 2016


Business Succession Planning for Private Companies

Creating Exit Options Comes from Early Planning and Creating Value Fueled by the roughly eight million Baby Boomers moving toward retirement, the next 10 to 15 years is expected to bring substantial transfers of wealth through both the outright sale of businesses as well as...

July 7, 2015

Align Your Business for ESOP Readiness

Prepare your business for an ESOP transition with clarity and strategy using Quist’s ESOP Simplified Guide. Identify the necessary documentation and understand our comprehensive valuation process for an accurate ESOP assessment. Ideal for businesses contemplating an ESOP approach, this guide facilitates a well-prepared shift.