Skip to main content

News & Updates

Fairness Opinions in Transactions Involving ESOP-Owned Companies

Date

January 14, 2021

Read Time

1 minute

Share


Many transactions involving an ESOP-owned company require a fairness opinion – an opinion as to whether the transaction, taken as a whole, is fair and reasonable from a financial point of view. Unlike an appraisal, a fairness opinion represents the judgment of an independent and experienced professional applying recognized principles of evaluation about the fairness of the financial terms of the transaction. David Solomon discusses the events that may give rise to a fairness opinion, the elements of a fairness opinion, and the parameters of such an opinion in this article reprinted with permission from NCEO.


Filed under: Corporate

May 14, 2025

Finding Opportunity in Uncertainty: A Cross-Disciplinary Look at Distressed-Asset Transactions

Read More

May 06, 2025

Tackling ESOP Myths: Smart Business Dealmakers Interviews David Solomon

Read More