ESOP Valuation, Formation & Advisory Services

At Apple Growth Partners, we have a dedicated team of highly experienced professionals who focus on feasibility, valuation and consulting activities for organizations pursuing or looking to enhance Employee Stock Ownership Plans. Our extensive background and expertise with this specialty make our team both responsive and proactive in serving ESOP clients. We have completed thousands of valuation engagements for clients in a variety of industries with revenues from $1 million to over $1 billion. We are members of the ESOP Association, the National Center for Employee Ownership and the Ohio Employee Ownership Center, and contribute, consult, and present regularly to their constituencies.

We're your trusted advisors on issues specific to ESOPs. We'll provide services and support for Initial and annual valuations, feasibility studies, financing arrangements, succession plans, benefit plans and regulatory compliance, all important aspects of an ESOP plan. And our extensive accounting, tax and business advisory services are available to enrich your business opportunities.

To start a conversation about our ESOP services, contact Davin Gustafson at dgustafson@applegrowth.com.

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ESOP Valuation, Feasibility & Advisory Services

"For years, ComDoc has been able to turn to Davin and business valuation professionals at Apple Growth Partners. They provide exemplary business perspective and acumen. Over a long period, they have asked the right questions as part of meeting our valuation requirements while providing insights that help us improve our business and ESOP. We get much more than just valuation expertise."

Riley Lochridge, Chairman and CEO
ComDoc, Inc.