Everyone is Welcome!
In this session, we will explore the essential elements of Employee Stock Ownership
Plans (ESOPs), diving into what they are, how they are implemented, and the role of
appraisers in valuing employee-owned businesses.
Key Topics:
- Define what an ESOP is and how one works
- Discuss the process of implementing an ESOP for your clients
- Summarize the role of an appraiser in valuing ESOP-owned businesses
- Identify financial considerations unique to ESOPs: accounting adjustments,
discounts, projections, and the repurchase obligation
- Outline how employee ownership can be integrated into business succession
plans
As we examine these critical questions, we’ll put on our appraiser hats and break down
the complexities involved in valuing and managing businesses with employee
ownership. Whether you’re advising clients on succession planning or exploring new
business ownership models, this presentation will provide valuable insights.
If employee ownership is relevant to your practice or your clients, we strongly
encourage your attendance!
All ASA members will receive one (1) hour of CE credit. We look forward to having you!
