cognient group

ESOP and ERISA Advisory

Clients turn to Cognient for advice with regards to ESOP transactions due to our extensive experience advising private and public companies with both structuring and raising financing as well as valuing stock in employee stock ownership plan (ESOP) transactions and non-public assets including employer securities held by ESOPs and ERISA pension plans. As a seasoned veteran in ESOP planning and transaction execution, we are frequently engaged to guide principals, companies and fiduciaries through the complex financial and valuation implications of the financial, regulatory and tax aspects of these transactions.

ESOP and ERISA Advisory services include:

  • ESOP Feasibility Studies
  • ESOP Structuring and Financing
  • ESOP and ERISA Fairness Opinions
  • Advising ERISA Fiduciaries in Mergers and Acquisitions
  • Sale of ESOP–Owned Companies
  • Initial ESOP Valuation and Annual Updates
  • Sale or Purchase of Stock in ERISA Pension Plans