What is a Purchase Price Allocation? This type of valuation is used for financial reporting purposes and typically allocates the purchase price from a transaction across three main asset categories: net working capital, tangible assets, and intangible assets.

events

The ESOP Association – Professionals’ Forum

February 3, 2025 — February 5, 2025

Charleston, South Carolina

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Join team Chartwell at this meeting exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. Don’t miss Tina Langlois lead a discussion about “Mature ESOPs & Fully Allocated Stock” or Matt Schubring present “Second Stage ESOP Transactions.”

Consulting Attendees: Ashleigh Newlin, Michael Fischer

Corporate Finance Attendees: Dan Kaczmarek, Matt Ewing, Matt Dennison, Will Rehnberg

Valuation Attendees: Matt Schubring, Chris Ham


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