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.…
Bryan Browning
Bryan Browning is a Senior Advisor, specializing in financial studies and in the analysis of intellectual properties and other intangible assets. Qualified in both real…
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.
Technology
A leading high-tech materials and derivative precision components company engaged VRC to determine appropriate arm’s length royalty rates for IP for Transfer Pricing.
Anthony Pumphrey
Mr. Pumphrey specializes in business enterprise valuations, purchase price allocations, impairment analyses, and the valuation of claims within complex capital structures for public and private…
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: 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.