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.

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White paper

ESOP Diversification Trends

By Tina Langlois

In recent years, there has been an increasing desire by ESOP companies to allow participants additional opportunities to diversify – to begin diversifying early as well as to extend beyond the statutory diversification window until retirement. This white paper covers the current trends in ESOP diversification policies, including:

Enhanced Diversification
In-Service Distributions
One-Time “Window” Offering

Consulting Services

Tina Langlois

“I really enjoy working with and educating companies of all stages on the ins-and-outs of managing their ESOPs. To know we have helped a company understand all the available options and have recommended a solution that will best help them meet their unique objectives is truly rewarding.”

Meet Tina

ESOP Diversification Trends

Tina Langlois

Want to know more? Let’s talk.