The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Luke McCann

Mr. McCann has extensive experience preparing valuations for a variety of purposes, including financial reporting, tax compliance, mergers and acquisitions, ESOPs, and litigation matters. He…

Kevin Gawron

Mr. Gawron is part of the portfolio valuation group specializing in valuations of privately-held debt securities, equity securities, and business enterprises for financial reporting purposes.…

Anthony Pumphrey

Mr. Pumphrey has nearly two decades of experience in valuation engagements for public and private companies in support of business combinations (ASC 805), impairment testing…

Chris Mellen

Mr. Mellen has over 30 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic…

Employee Stock Ownership Plans (ESOP)

Feasibility studies, valuations, transaction design & structuring for Employee Stock Ownership Plans (ESOPs)

ESOP Fables: Reviewing The Myths and Facts About Employee Stock Ownership Plans

In reality, many businesses are a perfect fit for ESOPs.