Mark Fournier 是 ESOP 和 ERISA 咨询小组的成员。他在雇员持股计划方面有着超过 25 年的从业经验,包括雇员持股计划安全组建,交易分析,交易公允性和适当对价的确定,以及年度估值更新。

Mark 曾多次出席各种专业会议和研讨会,并在会上就各种雇员持股计划相关的主题发表演讲,包括估值、雇员持股计划交易结构和回购责任。他还撰写了多篇与私营企业估值和其他雇员持股计划相关主题的文章。

选择出版物

  • The ESOP Association’s ESOP Report February 2010

    The Impact of Public Stock Market Volatility on Private ESOP Company Valuations
  • Valuation Strategies January 2006

    Carried Interests – Value from a Tax Planning Perspective
  • Business Valuation

    Valuation for Employee Stock Ownership Plans

选择演示文稿和演讲

  • The ESOP Association Las Vegas Conference and Trade Show November 2017

    Current Issues with Warrants
  • The National Center for Employee Ownership Conference April 2017

    Negotiating Protections for the ESOP or Seller Related to Subsequent Events
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2016

    Evaluating Offers and Selling an ESOP Company
  • The ESOP Association’s Annual Conference May 2016

    Legal and Fiduciary Issues with the Sale of an ESOP-Owned Company
  • The ESOP Association’s Annual Conference May 2015

    ESOP Company Advantage in Making Acquisitions
  • Michigan Chapter of The ESOP Association’s Annual Spring Conference March 2015

    Raising Capital for ESOP Transactions
  • National Center for Employee Ownership’s Employee Ownership Conference April 2015

    Debate: Alternative Views on Dudenhoeffer and the GreatBanc Settlement
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2014

    Evaluating Offers and Selling an ESOP-Owned Company
  • National Center for Employee Ownership’s Employee Ownership Conference April 2014

    Understanding the Structure of Complex ESOP Leveraged Buyout Transaction
  • Michigan Chapter of The ESOP Association’s Annual Spring Conference March 2014

    Partially-Owned ESOP Companies: What’s the End Game
  • The ESOP Association’s Banks and ESOPs Conference February 2014

    Special Requirements Applicable to Bank ESOPs and ESOP Transactions
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2013

    Strategic Alternatives for Partially-Owned ESOPs
  • The ESOP Association’s Annual Conference May 2013

    Repurchase Obligation and its Impact on Value
  • Ohio Employee Ownership Center’s Annual Conference April 2013

    Minority or Majority ESOP; Issues & Opportunities
  • National Center for Employee Ownership’s Employee Ownership Conference April 2013

    Building the Balance Sheet: Competition for Capital in an ESOP Company
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2012

    Seller Redemption or ESOP Debt Effect on Value,”
  • New South Chapter of the ESOP Association Conference October 2012

    Corporate Redemptions and 2nd Stage ESOP Purchases
  • The National Association of Construction Auditors Annual Conference September 2012

    The Benefits of ESOPs in Construction Companies
  • The ESOP Association’s Annual Tri-State Conference (OH-KY-IN) August 2012

    How Does Repurchase Obligation Affect ESOP Valuations?
  • The ESOP Association’s Annual Conference May 2012

    Funding Repurchase Obligation
  • Ohio Employee Ownership Center’s Annual Conference April 2012

    Best Practices for Integrating Projected ESOP Repurchase Obligations with Company Financials
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