Managing Director Value Management, Inc. Jamison, PA, United States
In this session, we will address the basics of the ESOP valuation process and explore the framework for the valuation of an operating company, all within the context of the greater recent economic uncertainty. Valuation approaches and procedures will be discussed, and special ESOP-related valuation issues will be noted. The primary objective of this session is to help you better understand the possible methodological impact on your current ESOP valuation, particularly in the context of economic uncertainty. NCEO Resource: The Fiduciary's Guide to ESOP Valuation
Learning Objectives:
Understand some of the major economic changes from a year ago
Recognize how some of these economic changes may impact ESOP valuation
Anticipate some of the diligence questions necessitated by the economic changes
