ESOP Appraisals
ESOPs are a powerful tool that allows a business owner to sell all or part of his company to employees. Selling company stock to employees can offer unique opportunities for both succession and estate planning, thereby providing the closely held business a vehicle for continued growth and success.
ESOP appraisals are another specialized area of valuation that requires independence and expertise as they face intense scrutiny from both the IRS and the Department of Labor. Mack Business Appraisals has significant experience in providing initial valuations related to the ESOP purchase as well as annual valuations for ESOP administration. We provide you with a well documented report that clearly communicates the companys value to the employees.
Check out the Valuation Court Cases page of the Website to access summaries of the latest Tax Court rulings related to valuations and discounts in the Gift/Estate tax arena
John G. Mack ASA, CBA Curriculum Vitae (Acrobat PDF)
Article 11/20/07:Estate Tax Repeal No Longer on the Table for Congress
Article: "The Estate Tax and its Impact on Farms and Small Businesses"

