Other Non-ESOP Services
From time to time, we are asked to accomplish financial analysis, other consulting work and appraisals for clients which are usually (but not necessarily) already related to our ESOP clients. The purpose of this work involves, but is not limited to:
Mergers and acquisitions
Estate and gift taxes
Please call me if you have additional requirements.
If I cannot help you, I can certainly refer you to another Accredited Senior Appraiser (ASA) who may be more specialized for your needs, or may be located closer to you.