Conference Recap: ESOP Valuations at a Crossroads

Business Valuation UpdateVol. 28 No. 8
August 2022
ESOP valuations
conference, american society of appraisers (ASA), ESOP


A key takeaway at the inaugural ESOP Virtual Conference hosted by the American Society of Appraisers was that we may be at a crossroads with regard to valuations of employee stock ownership plans (ESOPs). Topics covered included ESOP valuation basics, key issues from recent litigation, ESOP stock purchase transactions, and advanced topics (such as control premiums, repurchase obligations, and synthetic equity).