ESOP Valuation: From the Basics to Advanced Issues

Prerecorded Webinar

This two-part Webinar begins with the basics of valuation: what are the key terms and ideas? What are the core valuations methods? What responsibilities do ESOP companies have related to the valuation process? We will also introduce a case study and gather questions that we will follow up in the second session. The second session will build on the themes and cases started in the first session and extend them. The main topics for the second session include the second-stage transaction and the role of valuations in offers to purchase your company.

Program

Session 1
	Welcome and Introduction Loren Rodgers, NCEO
	Basics of Valuation: Terminology, Methods, and Company Responsibilities Eric Zaiman, Duff & Phelps
	Base Case Study Pamela Steverango, Valuation Analysts Inc.
	More Resources, Q&A, Wrap Up Loren Rodgers, NCEO
Session 2
	Welcome and Review Loren Rodgers, NCEO
	Case Study 1: An Offer to Purchase the Company John Miscione, Duff & Phelps
	Case Study 2: The Second Transaction Pamela Steverango, Valuation Analysts Inc.
	More Resources, Q&A, Wrap Up Loren Rodgers, NCEO

Webinar Format

NCEO Webinar replays are the recorded version of our live 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 a list of our other Webinar replays, see our meeting list.

Fee Information

$50 for NCEO members, $75 for nonmembers. Your registration gives you access to unlimited replays while this version of the seminar is online. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.

How to Purchase

Purchase online using our order form (recommended), or
Telephone us at 510-208-1300 with your credit card in hand.

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