Joe Demetrius is a Director in the Valuation Advisory group. His concentration is in ESOP and ERISA advisory services.

Joe has experience in the valuation of business interests in both private and public corporations for numerous purposes across a variety of industries and has extensive experience in the valuation of ownership interests in companies owned by Employee Stock Ownership Plans (ESOPs), and has performed analyses related to ESOP security formation and transactions, determination of transaction fairness and adequate consideration, and annual employer security valuation updates. Joe’s experience spans a diverse client base, from regional middle-market businesses to large public corporations, private equity funds, law firms, and financial institutions.

Select Publications

  • Things My ESOP Advisor Never Told Me, National Center for Employee Ownership (NCEO) July 2013

    Best Practices and Common Mistakes in ESOP Company Valuations
  • NCEO Issue Brief February 2012

    Floor Price Protection in ESOP Transactions