The June 2015 issue of Bank Watch is available now, which features the article “Using Employee Stock Ownership Plans: Helping Community Banks with Strategic Issues” written by Jay D. Wilson, Jr., CFA, ASA, CBA, and Madeleine G. Davis.
In our view, Employee Stock Ownership Plans (ESOPs) are an important omission in the current financial environment. Many lack a broader understanding of the possible roles of ESOPs as a tool to manage a variety of strategic issues facing community banks. Given the strategic challenges facing community banks, we strive to help our clients, as well as the broader industry, fill this gap, and discuss some common questions related to ESOPs in the following article.
If you are interested in learning more about ESOPs, download a complimentary electronic copy of our book, The ESOP Handbook for Banks: Exploring an Alternative for Liquidity and Capital While Maintaining Independence. For additional ESOP resources, view our whitepapers including:
- Analyzing Financial Projections as Part of the ESOP Fiduciary Process
- Correlation of Value
- The Market Approach
- Valuation Discounts and Premiums in ESOP Valuation
- Insights on ESOPs
- Choosing a New ESOP Appraiser
This issue contains links to various articles of interest, as well as public market indicators, M&A market indicators, and key indices of the top financial institutions in the U.S., providing insight into financial institution valuation issues.
For a complimentary subscription, click here.