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BrochureTiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
An employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
Weaver brings a reliable, institutional-level approach to ESOP assurance services, fairness opinions, annual valuations and valuation reviews.
The recent declines in the financial markets and in the overall economy present a dramatic shift from a period of historically high valuations to what could potentially be, at least temporarily, historical lows.