This presentation outlines a valuation checklist that should be considered by the Company management, ESOP Trustee and valuation firm when performing an ESOP valuation. How can each of the items impact the valuation conclusion, Company or ESOP participants.
Learning Objectives
- Recognize and understand the key elements within the ESOP valuation report, including financial metrics and market conditions.
- Develop an understanding of how company-specific factors, such as historical performance and management depth, impact the valuation analysis.
- Understand the collaborative roles of the company, ESOP Trustee, and valuation firm, and gain skills to navigate effective communication and coordination for a transparent and informed valuation process
The Team
Meet the Presenters
Henry VenturaCFA, ASA
Director
