Planning for ESOP Sustainability

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).

Dr. Van Doel is President and Founder of the Indiana Center for Employee Ownership, an Indiana nonprofit dedicated to educating and advocating employee ownership. He obtained his PhD in Organizational Leadership from Indiana Wesleyan University, and his Dissertation topic examined Stewardship Governance within Professional Services ESOP Companies.