ESOPs: Trust-Side

ESOP Services: Trust Side

What We Can Do For You

South Park Advisors has the knowledge and experience to provide business valuation and advisory services to trustees through various stages of an ESOP life cycle, from initial transactions, annual updates, second-stage transactions to plan terminations.

Transactions & Fairness Opinions



Transactions & Fairness Opinions

We assist trustees in making prudent investment decisions when it comes to buying or selling a sponsor company’s stock. Our well-documented and reasoned reports and analyses will ensure that you understand the business valuation and the transaction parameters.

At South Park Advisors, we provide additional assurance to trustees that transactions are fair and reasonable from a financial point of view. As an unbiased third party in the room, our recommendations are based on what is best for our clients.

Annual Updates

South Park Advisors provides annual valuation updates to trustees. We believe there is no one-size-fits all approach, and every annual update is uniquely based on each business, sector and industry.

We’ll work closely with your management team to gain a thorough understanding of the business and its financial and market conditions. Our reports will be easily understandable to assist trustees in their determination of the annual share price.

Appraisal Review

When we take on this work, our primary goal is to put ourselves in the position of the trustee and try to identify risk and exposure. We ask the question, “How is this defendable? Where is the exposure?” We are not there to tear apart a competitor’s work. We are there to help the trustee have confidence that they are acting in a prudent manner and can reasonably rely on their advisor’s work.

Services We Offer

Valuation Advisory

Valuation Advisory

South Park Advisors delivers professional advice that you can rely on for mergers and acquisitions, ownership transition, dispute resolution, covenants not to compete and other complex analyses.

ESOP Advisory

ESOP Advisory

South Park Advisors has the knowledge and experience to work with you through every stage of the ESOP lifecycle. Whether you are a business owner contemplating retirement, or an ESOP trustee responsible for the benefits plan of the employees you represent, we can help.

Tax & Estate

Tax & Estate

Specializing in business valuation for estate, gift and other tax matters, South Park Advisors will work closely with your attorney, wealth planner and other trusted advisors to better plan for the future, minimize taxes and maximize your family’s wealth.

Let us help you accomplish your goals.


322 Lamar Avenue, Ste. 210
Charlotte, North Carolina 28204


95 Allens Creek Road
Executive Square Bldg. 2, Ste. 231
Rochester, New York 14618