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ESOP Advisor

 
ESOP Valuation Services.

Marcum LLP provides independent valuations in connection with transactions involving stock to be acquired by Employee Stock Ownership Plans ("ESOP").

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October 2018

By David Peer, Senior Manager, Business Valuation Services

Over the past decade, ESOP sponsors' and advisors' attention to, and concern regarding, the scrutiny of both the Department of Labor and Internal Revenue Service has increased noticeably.

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By Kenneth J. Pia, Jr., Partner, Business Valuation Industry Leader

Valuation theory is predicated on the notion that the level of control attaching to common stock has a direct and empirically observable impact on the value of the stock.

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October 2017

Welcome to ESOP Advisor

Welcome to the first edition of Marcum LLP's ESOP Advisor, a quarterly newsletter providing an update on topics of interest relating to employee stock ownership plans.

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Standard of Value

By Kenneth J. Pia, Jr., Partner-in-Charge, Business Valuation Services

We all understand that the valuation of a closely held business is not an exact science. Positions taken by government agencies that review our work...

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Doublespeak: The Government’s Position on the Valuation of S Corporations and Why it Matters for ESOP Valuations

By Nancy Fannon, Partner-in-Charge, Litigation Support Services

In valuations for gift and estate tax purposes, the Internal Revenue Service has taken the position that taxes paid by S corporation investors do not...

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