TAX VALUATION

ESOP

Employee stock ownership plans (ESOP) align your employees interest with that of your other shareholders. You’ll need to readily have available the Fair Market Value of your company’s shares. We can help.

Preferred Return helped us on our international option plan. They were open and efficient, they explained each step and consideration, and they moved very fast. A seriously client-oriented team. CHRISTIAAN VAN OORDT / DIRECTOR
  • 4,000+ valuations delivered

    Our experts have worked with thousands of private companies, from seed to pre-IPO.
  • Industry experts

    Clients are regularly referred to us by Cooley, DLA Piper, Gunderson, WSGR, Goodwin, Orrick, Perkins Coie, and others.
  • Cost effective, timely ESOP

    We have our valuation for equity stock ownership plan process down to a science—you’ll have a draft in 3-5 days at the lowest cost in the industry.