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(Group-Internet Based)

Valuation Basics

February 21, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

Determining the value of ESOP shares requires complicated, regulated analysis, but everyone connected with the ESOP needs to know the basics. This Webinar is designed to serve either as an overview for people who just want to understand the key concepts of ESOP valuation or as a foundation on which to learn more advanced valuation topics. We assume that participants have a knowledge of financial statements, but not familiarity with valuation. You will learn:

You will learn:


9:30 AM Valuation Basics
Michael McGinley and Andy O'Neil, Prairie Capital Advisors, Inc.
10:30 AM Adjourn

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Michael J. McGinley

presenter photologo

Prairie Capital Advisors, Inc.

Michael operates out of Prairie Capital Advisors' Atlanta office. He specializes in the valuation of businesses, business interests, and tangible and intangible assets for purposes of mergers and acquisitions (M&A), ESOPs, gift and estate planning, strategic planning, financial accounting and reporting, tax planning and compliance, buy-sell agreements and dispute resolution. Michael has provided financial advisory services to clients ranging from private equity firms to international public companies to smaller family-owned and startup businesses. Michael has performed valuation and financial advisory services in the following industries: architecture/engineering/construction firms, automotive, biotechnology, chemical, consumer goods, distribution, energy, entertainment, financial services (including accounting, banking and investment management), food and restaurant, health care and dentistry, high technology, management consulting and other service related firms, manufacturing, oil and gas, pharmaceutical, public relations, retail, transportation, telecommunications and utilities.

Andrew O'Neill

presenter photologo

Prairie Capital Advisors, Inc.

Andrew operates out of Prairie Capital Advisors Boston office. He advises companies and principals on valuation and ownership transition issues specifically ESOP formation and implementation. Services include adequate consideration analyses, feasibility studies, transaction financing and restructuring, fairness and solvency opinions, post-transaction cash flow analyses, and annual valuations. Throughout his career, Andrew has worked with business enterprises ranging from closely held companies, private equity funds, public companies and in international markets with multi-lateral lenders and on privatization of state-owned enterprises. He has performed valuation and economic analysis services for clients in the following industries: software, retail, manufacturing, distribution, energy services and infrastructure, utilities, telecommunications, transportation, and engineering and construction management.


NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information please contact our event and administrative associate, Christine Lewis at 510-208-1308 or clewis@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Christine Lewis within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast. Cancellations made after that date will be eligible for credit toward another program, minus a $35 administrative fee. If you do not attend and do not cancel, no refund will be issued.