I’ve been thinking…Just what is an ESOP? An ESOP, or Employee Stock Ownership Plan, is a unique, tax-favored employee benefit plan that can be used as an acquisition financing technique in a highly structured M&A transaction designed to provide liquidity […]
Professor Richard Puntillo’s Expert Witness practice draws on a unique background that combines a distinguished teaching career as a University of San Francisco finance professor with two decades of high-level executive experience in investment and commercial banking.
Set forth below are detailed summaries of selected examples of cases where I served as an expert witness...
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