25 Sep September ESOP Spotlight

09.25.2023

Welcome to Eagle & Fein, P.C. 

The Eagle Wealth Planning Institute is pleased to present to you our September ESOP Spotlight.

This month, we teamed up with Jade Palermo!  Jade is a Senior Manager at Empire Valuation Consultants in Boston.  

Jade is an experienced valuation analyst with a proven track record of providing trustworthy valuation advisory services and credible, defensible valuations across multiple industries since 2011. Jade has extensive valuation experience related to ESOPs and has been engaged by several institutional and independent ESOP trustees for new formation transactions, additional interest acquisitions, and annual valuations, as well as for ESOP termination purposes, including sales to third parties.  

Jade is also experienced in valuing operating and asset-holding companies for gift and estate reporting and corporate planning purposes.

Brain Eagle and Jade Palermo discussed the following ESOP questions:  

 1. Tell us a little about your ESOP background and the role you play in the ESOP world.
 2. What ESOP related organizations are you a member of and what leadership positions do you hold?
 3. As we know, there is a push for the Department of Labor to issue valuation regulations.  What are you hoping to see in these regulations? 
 4. What is the future of ESOPs? 
 5. What would be your most important piece of advice for someone considering an ESOP?

Check out the full video below!