Nic Staloch

Managing Director / Sound Advisory Services, LLC

Nic is a Managing Director at Sound Advisory and has performed business valuations and other financial advisory services for 20 years. He and his firm appraise a wide variety of business entities across a diverse range of industries. Nic performs valuations and advisory services for ESOP transactions and annual administration, gift/estate tax matters, mergers/acquisitions, corporate/shareholder planning, business litigation, corporate restructuring, and other corporate advisory services. He also issues fairness opinions and adequate consideration opinions for ESOP transactions.


Fundamentals of ESOP Repurchase Obligation