Succession Planning Critical for Baby Boomer Business Owners

ESOP Administration: Valuation of Company Stock

One of the most important fiduciary responsibilities with administration of an ESOP is determining the fair market value (“FMV”) of the stock held in an ESOP on an annual basis and as of the specific date when stock is purchased or sold by an ESOP.

Overlooked Valuation Factors


Seven "Hidden" Factors that Affect Company Values discusses seven key valuation factors that are often overlooked by management:

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Keep Your ESOP On Track and On Time
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