LIV23 BV - ESOP Litigation: Recent Trends and Forthcoming Guidance

Session Description

Valuations prepared for ESOP transactions are commonly scrutinized by the DOL and the plaintiff’s bar. Disputes frequently arise due to the absence of definitive guidance on the definition of “adequate consideration” and how the fair market value of ESOP stock should be determined. This presentation—led by two experienced expert witnesses—will address common areas of dispute, recent success stories, and a notable development in the industry’s long quest for adequate consideration guidance.


Kenneth J. Pia, ASA, CPA, ABV, MCBA | Partner - Business Valuation Industry Leader | Marcum LLP
Jeffrey S. Tarbell, ASA, CFA | Director | Houlihan Lokey

Continuing Education

Review of this session recording will award 1 CE hour. 

CPE credit is not awarded for this pre-recorded offering. 


Session Recording
Open to view video.
Open to view video.
Course Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available Open certificate for the option to print.