Info

Independent Appraisal (IA) has been providing valuations since 1989. While there have been many changes in ESOP administration, IA continues to provide quality services while keeping abreast of the latest changes in government regulations and industry trends. As a small firm, we take pride in our ability to provide personal and responsive service to all our clients, large and small. Our attention to detail, dedication to excellence, and prompt customer service are qualities our clients have come to expect from us. In undertaking an appraisal assignment a rigorous research and analysis process is accomplished to satisfy the standards of ERISA but more particularly, to satisfy the fiduciary needs of the Trustee(s). To reach a final opinion of value generally includes the following:Data Collection: Information provided by the Client historical financial data and other information; Relevant industrial data, national, regional and local, economic information; Information on public companies in the same or similar industry; Information on public and/or private business clients from the market regarding the amount at which similar business interests have sold; Rates of return available on investments of similar risk and investment characteristics; Support for discounts and premiums as may be applicable. On-site visit: A tour of facilities and meetings with management to discuss the company's operations and outlook. Analysis: The data that has been gathered will be analyzed and valuation methods appropriate to the assignment will be selected. Indications of value are developed using the selected valuation methods to include applicable rates of return and expected growth rates. The valuation report is prepared and designed to explain our appraisal process including: the research performed, the analysis of company and industry data, the development of the selected rates of return and growth, valuation methods employed, discounts applied, and the reconciliation of values indicated by the various methods utilized. We work closely with our clients to ensure our reports are fully understood. What is important to the Trustee, and to us as an advisor, is that the prudent businessman's standard of care required of the Trustee under ERISA is met in fulfilling their responsibilities. Our valuation and reports are completed with this objective in mind. IA is a small firm that provides to our client's individual care and service at an affordable fee. The assignment will be undertaken in a consistent and professional manner that will be responsive to the needs of your company. We will make every effort to work with your management team and ESOP Trustees to provide to you state-of-the-art appraisal services in a timely and efficient manner. If you are considering having a valuation of your Company's ESOP, we would be glad to provide you with a packet detailing information about our company and the valuation process. Please call us toll free at (800) 929-3914 or email us from the Contact Us page of this website. We would be happy to discuss your valuation needs at your earliest convenience.