Article
Executive Resource
Insight Hub
Ext. Publication
VideoTake stock of your plan.
Employee Stock Ownership Plan (ESOP) Services
When you need an audit, a fairness opinion, or an annual valuation update for your employee stock ownership plan (ESOP), it’s important to find a team you trust.
That’s why Weaver has built a team specifically focused serving plans like yours. Our professionals hold credentials such as Accredited Senior Appraiser (ASA), Certified Valuation Analyst (CVA), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA) and Accredited in Business Valuation (ABV).
These professionals’ skills and knowledge are backed up with Weaver’s resources and quality as a national CPA firm. With our Technical Standards Committee and meticulous quality review processes, you can be confident that Weaver’s work is well-supported and reliable.
Connect with us Featured
Trending
Insights & Resources
The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.
The DOL has committed to finalizing regulations surrounding the adequate consideration exemption, a proposed regulation still being cited in ESOP transactions
PodcastTune in as CFO of Pieper-Houston Electric, Will Rosell, sits down with Weaver's Jennifer Krieger to explain how and why their ESOP plan was chosen.
On this episode of The ESOP Podcast, Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from other forms of compensation.
BrochureAn employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
Meet the team