Scott Levine is part of the ESOP & ERISA Advisory group and is the ESOP Valuation & Opinions practice leader. Over the last thirty years, he has had extensive experience in the valuation of business interests in both private and public corporations.
Scott has a particular expertise in the valuation of business ownership interests in employee stock ownership plan (ESOP) related analyses, including ESOP security formation, transaction analysis, determination of transaction fairness and adequate consideration and annual employer security valuation updates.
Practice Areas
Focus Industries
Education
M.B.A., George Washington University
B.S.B.A., Boston University’s School of Management
Licenses & Designations
Accredited in Business Valuation (ABV)
Chartered Financial Analyst (CFA)
Professional Memberships
The CFA Institute
The American Institute of Certified Public Accountants
The ESOP Association