Valuation Discounts in ESOPs

A commonly distressing experience for owners in a company with an employee stock ownership plan (ESOP) is that the price of the business as a whole is not the price the ESOP will actually pay.

Uptick in Number of Employee-Owners

According to the latest data available from the Department of Labor, there were 6,669 ESOPs covering 14.4 million participants and holding close to $1.3 trillion in plan assets as of the end of 2015.
Member-Only Content. Login or Join to View.

Anatomy of an ESOP Transaction

ESOP transactions are usually described in very general terms, but it can often help to walk through a specific and fairly complex one.
Member-Only Content. Login or Join to View.