ESOP stock price drops in the current pandemic

Steven York CPA/ABV/CEIV, ASA, CBA, CGMA

2 years ago · 5 min read

SECTION + CREDENTIAL

EXCLUSIVE

In January of 2019 we published an article titled "Post Transaction Dip in ESOP Stock Purchases". That article discussed that there has been an increased level of activity by plaintiffs' attorneys looking for price dips in employee stock ownership plan (ESOP) owned stock. The technique used by plaintiff's attorneys is to pay a law firm to compare Form 5500s submitted by ESOP trusts and look for a drop in the value of the stock held by the trust. In that

Reserved for ABV credential holders, CFF credential holders and FVS Section members

Already an ABV credential holder, CFF credential holder or FVS Section member?

Log in with your AICPA account

Not an ABV credential holder, CFF credential holder or FVS Section member?

Discover the benefits of AICPA membership, Accredited in Business Valuation credential, Certified in Financial Forensics credential and Forensic & Valuation Services Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more about Forensic & Valuation Services Section membership