ESOP Advisory Services

March 20, 2013

WHITEPAPER | 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

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