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Upcoming Conferences and Events

ESOPs: Through the Lens of an Appraiser

Please join us virtually for our ESOP presentation!

Register HERE!

Please join us virtually on Tuesday, November 18th from 12-1pm ET, where 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!

ESOPs: Through the Lens of an Appraiser

Please join us virtually for our ESOP presentation!

Register HERE!

Please join us virtually on Tuesday, November 18th from 12-1pm ET, where 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!