ESOP Report December 2018
Deadlines loom for AACE and EOM Poster competitions.
The ESOP Association
Valuation
ESOP Report November 2018
Members of The ESOP Association and the public show even greater interest in celebrating Employee Ownership Month.
ESOP Report February 2018
The Impact of Tax Reform on ESOP C and S Corporation Business Valuations.
ESOP Report September 2017
SJE-Rhombus, 2017 ESOP Company of the Year.
ESOP Report January 2019
A pro-ESOP bill is introduced in the Senate.
ESOP Report November 2019
A new era begins for Employee Ownership Foundation fundraising.
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 #25 - Integrated Relationships of ESOP Repurchase Obligation and Valuation
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
ESOP Brief #22 - Repurchase Obligations and Valuations
This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.
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.