ComStock Advisors is a national financial advisory firm specializing in business valuations for ownership succession, ESOP, tax and other purposes. ComStock has been employee-owned since 1996.
Products and/or services
ESOPS & Employee Ownership services that determine whether an ESOP is appropriate and then help establish/maintain it, as well as provide advice on Profit Sharing Plans, Incentive Stock Option Plans, and other forms of synthetic equity.
Ownership Succession services include valuation and related advise for intergenerational transfers of ownership, bringing in new owners, setting value for buy/sell agreements, and resolving disputes between owners.
Corporate Transactions services that boards of directors, owners, management, and buyers utilize when they need research, transaction expertise, valuation, and fairness opinions.
Trust Services that help bank trust departments effectively manage interests in closely held businesses by providing asset review and valuation services.
Past/current involvement with the Goering Center
ComStock has been a member of the Goering Center since 2007 both because we are a closely held business and because we provide specific professional services to closely held businesses. We have participated in Center events and have supported its mission and initiatives.
Special offer for Goering Center Core Members
ComStock Advisors will donate 5 percent of our received professional fees on any services provided to a Core Member directly to the Goering Center.