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WEBINAR REPLAY
S Corporation ESOPs - Valuation Issues
NCEO Webinar replays are the recorded version of our live ESOP Webinars, using PowerPoint presentations broadcast over the Internet. You will receive a link to replay the Webinar whenever and as often as you wish, for up to six months from the presentation date.This replay was recorded on May 20, 2010, and your access to it will last for six months from that date.
About This Meeting
ESOP fiduciaries and other responsible for the annual ESOP appraisal need to understand the interaction between their companies' S corporation statement and the valuation. The benefits of being an S corporation ESOP add several layers of complexity to the annual valuation. For example, ESOP shares are valued by law at the price a "willing buyer" would pay, but there is no guarantee that this hypothetical willing buyer would be an S corporation or have an ESOP. Does that make it impossible for the appraisal firm to consider the S corporation ESOP tax shield? If not, how should it affect the annual valuation? Does the appropriate valuation method change for initial transactions, ongoing operation, or in evaluating a potential sale of the company? What's the difference between a valuation for a 100% ESOP-owned S corporation and one where the ESOP has a smaller stake? This Webinar stands on its own, but many attendees will also view our other two S corporation Webinars (one on legal issues and one on administrative issues.)Program
| Valuation Issues for S Corporation ESOPs Joe Skorczewski, CFA, Chartwell Capital Solutions |
Registration
NCEO members: $50.00 per person. (If you are not an NCEO member but join when you register, you will receive the member price.)
Nonmembers: $75.00 per person.
