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Top 15 ESOP Valuation Glitches

Webinars

Webinar Details

This presentation highlights 15 key considerations essential for Company management, the ESOP Trustee, and the valuation firm in conducting
an ESOP valuation. Each item influences not only the valuation conclusion but also has potential implications for the Company and its ESOP participants. We'll explore how these factors can affect the valuation process and outcome.

Learning Objectives
  1. Recognize and understand the key elements within the ESOP valuation report, including financial metrics and market conditions.
  2. Develop an understanding of how company-specific factors, such as historical performance and management depth, impact the valuation analysis.
  3. 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

Presenters

Nicholas Dolan headshot

Nicholas Dolan

Nicholas joined Prairie Capital Advisors in 2015. He performs financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly-traded companies. In addition, Nick performs merger and acquisition (M&A) research and prepares narrative reports in support of a wide variety of valuation projects, including employee stock ownership plans (ESOPs), leveraged buyouts (LBOs), management buyouts (MBOs) and other capital structuring projects for clients nationwide. His other responsibilities include seamless communication with clients, trustees and other service providers. Nick also leads Prairie,s internship program for the Oakbrook Terrace office.
Henry Ventura headshot

Henry Ventura

Henry Ventura joined Prairie Capital Advisors in 2019. He specializes in the valuation of businesses, business interests and tangible and intangible assets for purposes of mergers and acquisitions (M&A), employee stock ownership plans (ESOPs) and other corporate finance purposes. As part of his focus on project management, Henry works to ensure seamless communication with clients, trustees and other service providers.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
Prairie
Praxis
Strategic Talent Partners