Announcing a New Issue Brief — White Paper on Valuing Synthetic Equity

Issue Brief GraphicThis Issue Brief White Paper is to address issues that may arise when valuing the equity in ESOP-owned companies that have synthetic equity, or similar arrangements, embedded in their capital structure. It is specifically addressed to ESOP trustees and fiduciaries charged with approving the valuations of ESOP held employer securities. This Issue Brief White Paper was recently released by The ESOP Association’s Advisory Committee on Valuation.

The ESOP Association wishes to acknowledge, and express its thanks, to the volunteer members of the Association’s Advisory Committee on Valuation who worked on this project and the Committee Chair, Jeffrey Tarbell, ASA, CFA, Director, Houlihan Lokey, San Francisco, CA.

Valuing Synthetic Equity is available on The ESOP Association’s website, For additional information, email, or call 202/293-2971.

Issue Briefs are FREE to Association members

Non-Member Price $6.00

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