ESOPs

Matheson Advisors performs over 35 ESOP valuations per year—all for design, environmental firms, and contractors. Mr. Matheson has been performing ESOP valuations since 1995. Most of our client relationships are 5 to 20+ year repeat relationships that allow us the opportunity to truly know our clients and bring that knowledge to bear in our valuation reports. We have initiated 20 ESOPs for A/E/C firms as part of overall ownership transition efforts where we helped firm management teams understand how ESOPs could play a role in their transition efforts and dovetail with their strategic plans. Contact us today and find out how we can help your firm with their ESOP plans.