ESOP Business Valuation


ESOP Business Valuation ESOP Business Valuation is a resource guide to publications which focus on business valuation for employee stock ownership plan purposes.
	Each resource listed below includes the source or publisher, a description of the resource and its primary features, and any information that is accessible free online. For more information on books and publications which focus on business appraisal and related topics, see Business Valuation Books and Publications.
ESOP Valuation National Center for Employee Ownership Text brings together the best articles published by the National Center For Employee Ownership on valuing a company for employee stock ownership plan purposes. Selected articles included in this text are available free online at http://www.nceo.org/main/articlelist.php. Valuing ESOP Shares The ESOP Association Booklet discusses major issues to be addressed in valuing a company's stock for employee stock ownership plan purposes, and the consensus of opinion to the extent it exists with regard to these issues. Report on Valuation Considerations For Leveraged ESOPs The ESOP Association Publication addresses the impact of a leveraged employee stock ownership plan on a company's balance sheet and income statement. Topics covered include adjustments for retirement benefits, income tax, and interest expense, the impact of the leveraged ESOP debt on valuation methods, and the effect of dividends utilized to repay the ESOP debt. Guide to ESOP Valuation and Financial Advisory Services Willamette Management Associates Topics covered include structuring an ESOP transaction, ESOP valuation issues, the role of the independent financial advisor, and valuation and financial opinion reports. Detailed table of contents available free online. Financial Valuation of Employee Stock Ownership Plan Shares Cook, Wiley, 2005 Publication provides a detailed explanation of the employee stock ownership plan process and the steps necessary to comply with Department of Labor and IRS regulations from both a structural and valuation standpoint. Table of contents, index, and searchable text available free online.

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