Mark Fournier 是估值咨询小组的董事总经理。他专注于雇员持股计划(ESOP)和雇员退休收入保障法案(ERISA)咨询服务。Mark 在雇员持股计划方面有着近 20 年的从业经验,包括雇员持股计划(ESOP)安全组建;交易分析;交易公允性和充分考虑的确定;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(ESOP)相关的主题发表演讲,包括估值、雇员持股计划(ESOP)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(ESOP)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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