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Mark Fournier is part of the ESOP & ERISA Advisory group. He has over 25 years of experience with Employee Stock Ownership Plans including ESOP security formation; transaction analysis; determination of transaction fairness and adequate consideration; and annual valuation updates.
Mark has lectured and presented at numerous professional conferences and seminars on a variety of ESOP related topics, involving valuation, ESOP transaction structures, and repurchase liability. He has also authored several articles related to the valuation of privately-held companies and other ESOP related topics.
Select Publications
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The ESOP Association’s ESOP Report February 2010
The Impact of Public Stock Market Volatility on Private ESOP Company Valuations
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Valuation Strategies January 2006
Carried Interests – Value from a Tax Planning Perspective
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Business Valuation
Valuation for Employee Stock Ownership Plans
Select Presentations and Speeches
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The ESOP Association Las Vegas Conference and Trade Show November 2017
Current Issues with Warrants
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The National Center for Employee Ownership Conference April 2017
Negotiating Protections for the ESOP or Seller Related to Subsequent Events
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The ESOP Association’s Las Vegas Conference & Trade Show November 2016
Evaluating Offers and Selling an ESOP Company
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The ESOP Association’s Annual Conference May 2016
Legal and Fiduciary Issues with the Sale of an ESOP-Owned Company
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The ESOP Association’s Annual Conference May 2015
ESOP Company Advantage in Making Acquisitions
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Michigan Chapter of The ESOP Association’s Annual Spring Conference March 2015
Raising Capital for ESOP Transactions
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National Center for Employee Ownership’s Employee Ownership Conference April 2015
Debate: Alternative Views on Dudenhoeffer and the GreatBanc Settlement
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The ESOP Association’s Las Vegas Conference & Trade Show November 2014
Evaluating Offers and Selling an ESOP-Owned Company
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National Center for Employee Ownership’s Employee Ownership Conference April 2014
Understanding the Structure of Complex ESOP Leveraged Buyout Transaction
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Michigan Chapter of The ESOP Association’s Annual Spring Conference March 2014
Partially-Owned ESOP Companies: What’s the End Game
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The ESOP Association’s Banks and ESOPs Conference February 2014
Special Requirements Applicable to Bank ESOPs and ESOP Transactions
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The ESOP Association’s Las Vegas Conference & Trade Show November 2013
Strategic Alternatives for Partially-Owned ESOPs
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The ESOP Association’s Annual Conference May 2013
Repurchase Obligation and its Impact on Value
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Ohio Employee Ownership Center’s Annual Conference April 2013
Minority or Majority ESOP; Issues & Opportunities
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National Center for Employee Ownership’s Employee Ownership Conference April 2013
Building the Balance Sheet: Competition for Capital in an ESOP Company
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The ESOP Association’s Las Vegas Conference & Trade Show November 2012
Seller Redemption or ESOP Debt Effect on Value,”
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New South Chapter of the ESOP Association Conference October 2012
Corporate Redemptions and 2nd Stage ESOP Purchases
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The National Association of Construction Auditors Annual Conference September 2012
The Benefits of ESOPs in Construction Companies
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The ESOP Association’s Annual Tri-State Conference (OH-KY-IN) August 2012
How Does Repurchase Obligation Affect ESOP Valuations?
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The ESOP Association’s Annual Conference May 2012
Funding Repurchase Obligation
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Ohio Employee Ownership Center’s Annual Conference April 2012
Best Practices for Integrating Projected ESOP Repurchase Obligations with Company Financials
Practice Areas
Focus Industries
Education
B.A., Michigan State University
Licenses & Designations
Chartered Financial Analyst (CFA)
Professional Memberships
(Former) Chair of the ESOP Association Finance Committee
(Former) Vice President of the Michigan Chapter of the ESOP Association
Trustee of The Employee Ownership Foundation
CFA Institute
The National Center for Employee Ownership
ESOP Association
Professional Services Council