Class-Action Litigation Involving ERISA/ESOP Valuation Issues

BVResearch Pro
Training Event Transcripts
July 9, 2020
James F. Joyner III, CPA, CVA/ABV, CPC, AIFA, CRM, CPVA
Richard Pearl
ESOP valuations
litigation, american society of appraisers (ASA), ASA, control premium, risk analysis, fair market value (FMV), standard of value, private equity, class action, breach of ERISA fiduciary obligations, employee stock ownership plan (ESOP), erisa, fiduciary duty, amicus brief, Department of Labor

Summary

Join James F. Joyner and attorney Richard Pearl for unique insight into ESOPs and valuation principles. The general trend in ESOP transactions and valuation has been to acquiesce to fundamental changes because of the threat of litigation, even though ERISA or valuation principles do not require changes. Many defendants have been unable to adequately educate courts on some key issues. Get both the valuation and attorney perspective on how to address these issues.
Class-Action Litigation Involving ERISA/ESOP Valuation Issues
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