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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

Tiered discounts in valuations performed for estate and gift tax purposes will almost always be met with a challenge by the IRS.
A reliable Quality of Earnings (QofE) report can level the playing field between buyer and seller in M&A transactions. Learn more.
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. 
In the United States and the global economy as a whole, organizations are searching for the optimal avenue back toward more normalized operations and growth in the wake of the COVID-19 pandemic.
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.