This 30+ page whitepaper contains 13 useful articles written for ESOP Trustees. Featured articles include:
- The Use of the Independent Financial Advisor in ESOP Transactions
- Valuation Issues for ESOP Fiduciaries
- Valuation Requirements & Fiduciary Responsibilities of Trustees
- ESOP Appraisal for a Cyclical Business
- Reconciling Changes in Value’
- ESOP Ownership in S Corporations
- Fairness Opinions in ESOPs