So, You’re An ESOP Trustee By Tracy E. Woolsey and Glenn W. Ball Many trust companies and departments find themselves acting as trustees for a relatively small number of employee stock ownership plans (ESOPs). These plans are highly regulated and require a trustee to...
Robert Hicks gets my highest rating, I would enthusiastically recommend him to anyone who needs ESOP work. He's connected to the ESOP community, including many legal advisors, and he knows where to get answers, and how to get them. He stays abreast with changes in...
Chris does valuations of our company stock, his analysis is detailed and comprehensive, and I can always trust the number he comes up with. He's valued our stock since 2004, and in all the years, we've been very happy with his performance.
Bob is very easy to work with, very through and uses very technical valuation methodology. He knows technical valuation very well, but can communicate the business aspects of that methodology in a very accessible manner. He writes very detailed valuation reports with...
I’d give Aaron the highest marks in all categories. We’ve been an ESOP for a long time, it's a very mature ESOP, 100% employee owned. We were dealing with another appraiser firm in California that had been acquired by Acclaro. It was in the midst of various...
Glenn is real easy to work with, very experienced in the field, very likeable, have worked with him for several years. He makes sure to explain the legalities related to ESOPs in an easy to understand manner.
Acclaro Valuation Advisor Aaron Pryor Listed on ESOPMarketplace Aaron Pryor, expert ESOP valuation advisor and associate at industry leading valuation firm Acclaro, now has a professional listing on ESOP Marketplace. We are happy to feature Mr. Pryor on our site, as...
Robert Hicks, Jr.: ESOP Valuation Specialist with Acclaro Valuation is a crucial step in the ESOP process, being necessary to determine accurate company share price and ESOP dividends. ESOP Marketplace is happy to add an expert valuation firm - Acclaro Valuation...
Glenn Ball, Acclaro Valuation Advisor, Listed on ESOP Marketplace Glenn Ball is one of the ESOP experts at Acclaro Valuation Advisors we're proud to feature in a personal listing on our site. Educated in political science and accounting, Mr. Ball has, since 2000,...
Jack Veale, founder of ESOP Marketplace, recently gave a video presentation on behalf of the Ohio Employee-Owned Network, part of the Ohio Employee Ownership Center at Kent State University. Mr. Veale's presentation spanned 50 minutes and covered the topic of "Board...