Time to Engage Over Upcoming ESOP Valuation Rules

Business Valuation UpdateVol. 29 No. 12
December 2023

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ESOP valuations
breach of fiduciary duty, overpayment, employee stock ownership plan (ESOP)

Summary

Some examples of how the valuation profession has worked with regulators in the past may help inform interactions with the Department of Labor (DOL), which will soon issue regulations regarding ESOP valuations.