Our guest is Patrice Radogna, ASA, CBA, CPA of Valuation Research Corporation (VRC). Patrice Radogna sat down with Bret Keisling at the 2018 Spring Conference of the New England Chapter of The ESOP Association on Friday, March 23rd in Burlington, Massachusetts to discuss ESOP valuation. She steps us through the approaches to the valuation of a company transitioning to employee ownership.
You can read the article discussed in the second half of the podcast, "Employee Stock Ownership Plans and the Tax Act", in the March 2018 issue of Practical Tax Strategies.