Insights on ESOPs

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