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The ESOP Association

ESOP Association Resources

Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Mar. 11
ESOP Brief #24: The Value of Control in ESOP Transactions & Plan Year Valuations
What value does control bring in an ESOP transaction or annual valuation? This brief offers discussion and analysis on this important topic.
This brief was updated in March 2021.
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
ESOP Brief #25 - Integrated Relationships of ESOP Repurchase Obligation and Valuation
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
ESOP Brief #27 - A Framework for Understanding the Impact of Repurchase Obligation on Share Price
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
ESOP Brief #28 - Valuing Synthetic Equity
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.