Yoder to Present at Startup Week Cincinnati

Daniela Yoder will present at a funding breakout session, “Valuation: Solving the Startup Riddle” on Oct. 11.

ESOP Trustees Should Require Peer Review in ESOP Valuations

Because of regulatory pressures, Employee Stock Ownership Plan trustees should implement a peer-review process for ESOP valuation reports.

Employee Stock Ownership Plans and the Tax Act

The continued popularity of ESOPs remains a tax-efficient approach to selling company stock.

Anthony Pumphrey

Mr. Pumphrey has over 10 years of experience performing business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital…

Chris Mellen

Mr. Mellen has 28 years of experience across a wide range of industries providing valuation services in support of tax planning and compliance, strategic planning,…

Bryan Browning

Qualified in both real estate valuations and value-related financial analysis, Mr. Browning currently devotes most of his time to valuations of intellectual property, capital stock,…

Employee Stock Ownership Plans (ESOP)

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

ESOP: An Exit Opportunity for Professional Service Firms

VRC performs fairness opinions in connection with newly forming ESOPs and annual ESOP valuations.

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

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