AE OWNERSHIP TRANSFER PLANNING

We provide business valuations for Architects, Engineers and Environmental Consultants. Annual business appraisals are performed for firms that have ESOPs. For a firm that does not have an ESOP, we provide either an annual appraisal or a valuation formula that the firm can use to value itself each year... For firms that elect to add an Employee Stock Ownership Plan (ESOP) to their Ownership Transfer Plan we provide ESOP plan documents. This includes an ESOP plan document, a Summary Plan Description and the ESOP administrative forms. These plan documents are used by qualified Third-Party Administrators (TPAs). The ESOP is designed to work alongside the firm's 401(k) plan and is integrated with the firm's Stock Purchase and Sale Agreement... Specializing in architects, engineers, and environmental consulting firms. Services include ownership transfer planning, business valuation, and ESOP services.

Also known as: AE Ownership Transfer Planning, LLC