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ESOP Association Resources

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.
ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
ESOP Brief #15 - Valuation Issues for S Corps
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.