Valuation in ESOP Transactions: NCEO Webinar

Join Katz, Sapper & Miller’s Andy Manchir and Dan Sailer as they discuss valuation in employee stock ownership plan (ESOP) transactions. As the end of 2021 approaches and many ESOPs are completing their final elements of formation, companies may have questions about next steps and the pending valuation process. Learn the factors and best practices an ESOP and its advisors should consider as they move into the next phase of the ESOP structure.

The webinar will discuss:

• The use of projections for an ESOP valuation
• Which requirements and regulatory aspects to consider for an ESOP valuation
• Best practices for engaging your team of ESOP professionals

This webinar will be presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series. NCEO members may register for the webinar at no cost. If you are not an NCEO member, you may join the organization for a nominal fee to gain access to the webinar and other NCEO member benefits. Use the code NCEOWeb21 for a 50% discount.