by Greg Caruso | Apr 28, 2023 | Uncategorized
Recently, the Department of Labor (DOL) committed to a regulatory process to develop new guidelines for ESOP valuations https://www.nceo.org/employee-ownership-blog/dol-commits-regulatory-process-esop-valuation-guidelines. This development has important...
by Greg Caruso | Mar 21, 2023 | ESOP Business Valuation
As a trustee of an ESOP company, it is important to understand the primary drivers of value. We call them People, Processes, Profits. While simple, if you always keep these factors in mind, it will help you make informed decisions on correctly pricing annual shares....
by Greg Caruso | Aug 18, 2022 | ESOP Business Valuation
Employee Stock Ownership Plans, better known as ESOPs, are required to have a compliant opinion of business value each year to assist the ESOP trustee in determining the share value for distributions and purchases of beneficiary stock. The trustee has the fiduciary...
