Economic Development Incentive Opportunities for ESOP companies

Andy is a director in Katz, Sapper & Miller's Valuation and ESOP Services Groups. Andy helps clients understand the value of their business and advises them on succession planning options, including ESOP, third-party sales, or family transitions. He has extensive experience with feasibility studies for business owners considering an ESOP, ESOP structuring and financing, and valuations and opinions needed for ESOP formations, updates, and terminations. Additionally, Andy has performed business valuations for several other purposes, including valuations for estate and gift, mergers and acquisitions, and litigation support. He is an active member of the NCEO and the ESOP Association (TEA) and serves on TEA's Valuation Advisory Committee. Andy is a Certified Exit Planning Advisor (CEPA), an ASA (Accredited Senior Appraiser), and a Certified Management Accountant (CMA).

Mark Mitchell is President of KSM Location Advisors. He has more than 25 years of  experience negotiating federal, state, and local tax incentives on behalf of state and local  governments, as well as representing retail, technology, commercial, and industrial clients  throughout the United States.  Prior joining KSM Location Advisors, Mark worked as chief economic development officer  for Partnership Lake Houston where he represented multiple governmental jurisdictions in  their economic development efforts. Prior to that, Mark served in various municipal, utility,   state economic development and consulting roles in Michigan, Indiana, and Texas. His  career includes serving as the CEO for a regional economic development corporation, senior  manager with a Big 4 accounting firm, and senior vice president of government affairs for a  renewable energy company. Mark has been successful in negotiating millions of dollars in  property tax abatements, tax increment financing, job creation tax credits, finance grants,  and infrastructure grants for clients in multiple markets throughout the United States.  Mark is a highly respected economic development professional who has received numerous  state and local awards for community and economic development and has been asked to  author a multitude of articles and speak on various topics related to economic development,  workforce, and industry trends.