ESOP Valuation Services

Annual ESOP valuation updates and advisory support backed by 25+ years of appraisal experience.

BUSINESS SERVICES

Annual ESOP Valuation Updates

Our staff has provided ESOP appraisal updates for over 25 years. Our appraisers have had extensive experience in explaining ESOP appraisal reports to others who may be involved, such as minority shareholders, directors, company counsel, company auditors and company lenders.

Our ESOP advisors are trusted partners that can add insight and specialized consulting depending on the needs of the company. We find that general ESOP education covering the valuation process and discussing value drivers is often needed as part of our services. Due to our wealth of ESOP knowledge and experience, we can also provide consultative advice to the Trustee and the company we are valuing.

Professional Affiliations

Sasaki Accountancy Corporation is a proud member of the National Center for Employee Ownership (NCEO), the nation’s leading organization supporting employee ownership education and growth.

Firm Experience & Focus

  • 25+ Years ESOP Valuation Experience

  • Specialized Advisory Support for Trustees & Leadership

  • Independent & Unbiased Appraisal Reporting

  • Clear Valuation Communication
  • Data Driven Valuation Methods

    SASAKI ACCOUNTANCY

    Our Commitment to ESOP Clients

    We are committed to providing clarity, professionalism, and value to every ESOP valuation we complete. Our advisors and appraisers work closely with company leadership, Trustees, and stakeholders to ensure accuracy, transparency, and confidence throughout the valuation process.

    Our CPA team in Lodi is ready to help.

    Contact Us

    MON – FRI
    8:30am – 5:30pm
    *by appointment only

    Online Form

    We appreciate you taking the time to connect with us. Please submit this form and we will respond at our earliest convenience.