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Join experts Ken Pia and Ian Rusk for a deep dive into the recent ESOP case decision involving the Department of Labor, a Hawaii-based ESOP company (Bowers & Kubota), the ESOP’s trustee, and selling shareholders. Many key valuation issues and standards were addressed through expert testimony and later in the district court’s decision. The expert witnesses for the defense will walk the participants through each phase of the case through the trial and court’s decision. If you do any employee stock ownership plan work, this is a must-attend event.
Program Agenda
Introduction of the company and ESOP transaction;
Facts of the case;
The DOL’s investigation and ensuing claims;
The DOL’s expert and his conclusions;
The valuation issues the court addressed;
The testimony of the defense’s experts; and
The court’s conclusions, comments, and decision
Learning Objectives
Restate the overview of the DOL investigation and legal process;
List the common valuation issues raised by the DOL and specifically those asserted in this ESOP case;
Describe how both sides’ experts addressed the valuation issues;
Describe the court’s commentary and ultimate decision; and
Describe what we as valuation professionals need to consider for future ESOP transaction valuations
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