Expert guidance that protects your fiduciary responsibility.
South Park Advisors combines deep industry knowledge with decades of experience to deliver clear, defensible valuation and advisory services for ESOP trustees. From initial transactions and annual valuations to second-stage deals and plan terminations, we provide the insights trustees need to make informed, prudent decisions throughout the entire ESOP journey.
Transactions & Fairness Opinions
South Park Advisors delivers trustees the confidence that every transaction is financially fair and reasonable. Acting as an independent, objective voice in the process, we provide clear, well-supported recommendations that help trustees make informed, prudent decisions.
Annual Updates
Annual valuations shouldn’t be complicated. South Park Advisors simplifies the process by tailoring each update to the business, industry, and market realities. We work closely with management to gather insights and deliver easy-to-understand reports, giving trustees the confidence to set the annual share price.
Appraisal Review
Trustee decisions demand credibility and defensibility. That’s why we think like you do—spotting risks early and asking the hard questions about exposure. Our focus is on strengthening your position, so every choice you make is backed by sound analysis and stands up to scrutiny.
Featured Podcast
ESOP 101 – What, Why and How?
Robert C. Hilton Jr., ASA, joins Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law, and Richard A. Heeter at Capital Trustees to present you with a 360-degree view of the what, why, and how of ESOPs.