Managing Director Summit Fiduciary Group, LLC San Clemente, CA
In this informative session, attendees will dive into the intricacies of ESOPs, focusing on the critical annual valuation process and the key drivers that influence valuation outcomes. Participants will learn about: the valuation process, valuation drivers, and best practices, utilizing real-world case studies. By the end of the session, attendees will have a comprehensive understanding of the annual valuation process, the critical drivers behind company valuations, and best practices to ensure their ESOP remains robust and beneficial for all stakeholders. NCEO Publication: The Fiduciary's Guide to ESOP Valuation NCEO Group: ESOP Finance Working Group
Learning Objectives:
Learn about the overview of valuation – timing, process, factors considered (from both the appraiser and trustee perspectives).
Understand valuation drivers – internal/external factors, capital structure/planning, repurchase obligation.
