Posts Tagged ‘ESOP’

36th Annual ESOP Assocation Conference

Brooke Tucker and Glenn Spinello, CPA/ABV, CVA recently attended The 36th Annual ESOP Association Conference in Washington, DC. The ESOP Association is the largest employer sponsored advocacy and education association serving approximately 2,500 employee stock ownership plan (ESOP) companies.      

Read More

Tucker Attends NCEO Employee Ownership Conference

Brooke Tucker, ASA attended the NCEO Employee Ownership Conference in Seattle in late April. The National Center for Employee Ownership (NCEO) is a private, nonprofit membership and research organization that serves as the leading source of accurate, unbiased information on employee stock ownership plans (ESOPs), equity compensation plans, and ownership culture.  

Read More

Considering the ESOP Repurchase Obligation and Its Effect on Fair Market Value

Written by Anne R. Meltzer, CPA/ABV Have you considered the ESOP Repurchase Obligation? This refers to the “put” right which obligates the company to purchase an employee’s shares. The majority of ESOP repurchases are due to employee terminations and retirements. Since both of these situations are fairly predictable, the repurchase obligation is also predictable and…

Read More