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Spring 2020 Insights

Thought Leadership in Employee Stock Ownership Plan Employer Stock Valuations

  • ESOP Installation Thought Leadership
  • ESOP Administrative and Valuation Thought Leadership
  • ERISA Litigation Thought Leadership
  • Sponsor Company Sale Transaction Thought Leadership
ESOP Installation Thought Leadership

Introduction to ESOPs for Business Owners

Best Practices Discussion: Employee Stock Ownership Plan Financial Feasibility Analysis: Financial Considerations for Shareholders

ESOP Implementation Considerations: A Leveraged ESOP versus a Nonleveraged ESOP


ESOP Administrative and Valuation Thought Leadership

Synthetic Equity Plans for ESOP Sponsor Companies

Financial Statement Normalization Adjustments for ESOP Sponsor Company Valuations

Thought Leadership Discussion: Valuation Treatment of the Repurchase Obligation Liability

The Fiduciary Process for the Annual Update of the ESOP Share Value


ERISA Litigation Thought Leadership

Pizzella v. Vinoskey: A Costly Lesson to Learn


Sponsor Company Sale Transaction Thought Leadership

Fairness from a Financial Point of View: Financial Advice to the ESOP Trustee in a Sponsor Company Sale Transaction

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