ESOP Services

Zick's ESOP Services

Zick Business Advisors, Inc. is an expert and experienced firm of ESOP consultants and certified business valuation professionals.  We have been working with non-public current and prospective ESOP companies since 1988.

An an employee owned company via our own ESOP since 2001, we provide a range of services to ESOP companies, their Trustees and prospective ESOP companies. 

Click on the drop-down links from "ESOP Services" above for more information on ESOPs, our ESOP valuation services and other related services we provide.

Our ESOP clients are diverse, and include companies with annual revenues ranging from $1 million to $400 million, in a variety of industries throughout the western United States.  We work with retail businesses, wholesale distributors, manufacturers, construction contractors, government contractors, Internet based businesses, and professional service firms in fields such as architecture, accounting, archaeology, engineering, environmental consulting, testing and certification services, and healthcare.

Our ESOP valuation team includes four Certified Valuation Analysts (CVAs) credentialed by the National Association of Certified Valuators and Analysts (NACVA) in business valuation. Lucas Denberg is also Accredited in Business Valuation (ABV) by the AICPA.  All of our CVAs are also licensed CPAs, bringing an additional level of financial expertise and acumen to our valuation practice. We maintain active professional memberships in the National Center for Employee Ownership and The ESOP Association.  Our valuation team actively participates in national ESOP and business valuation conferences, and obtains extensive ongoing continuing professional education in the valuation and ESOP fields.

Brief biographies of our four CPA / CVAs involved in providing ESOP and other business valuation services, as well as our other professional and supporting team members, may be found on our Contact Info page.

For more information on our ESOP related practice and services, please email us.