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The SEC staff report may lead to a revised definition which could create challenges for private funds’ investor qualification procedures and compliance program.
Weaver's downloadable chart identify issues that potentially require fair value assessment during your financial audit. Download now.
The SEC’s 2024 examination priorities which will focus on key risks for private funds and exam priorities for the upcoming year.
Common scenarios VC managers face as they prepare their valuations for their financial statement audit and tips for approaching the valuation analysis.
The SEC has made the first material change in beneficial owner reporting in almost 50 years with updates to Regulation 13D-G.
The SEC adopted a final rule under the Investment Advisers Act of 1940 that will greatly increase the accounting and audit requirements for private fund advisors.
The SEC announced proposed rules to broaden the application of the current investment adviser custody rule beyond client funds and securities.
BrochureAn employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.
Weaver brings a reliable, institutional-level approach to ESOP assurance services, fairness opinions, annual valuations and valuation reviews.
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
PodcastBut really, how did the Texas Center for Employee Ownership become established?
In honor of Employee Ownership Month (EOM), host Bret Keisling invited Weaver’s Jennifer Krieger on The ESOP Podcast, Mini-cast 104: EOM with Jennifer Krieger, to celebrate employee owners.