ESOP Trustees Should Require Peer Review in ESOP Valuations

Business Valuation UpdateVol. 21 No. 3
March 2015
Patrice L. Riela, CBA, CPA, ABAR


One of the most important fiduciary responsibilities of an ESOP trustee is to establish the annual stock price. This can be accomplished by seeking an independent valuation firm for purposes of establishing the fair market value of the sponsor’s stock, si ...