How to Prepare Financial Projections That Support Strong ESOP Valuations

Webinars August 11, 2026 9:30 am PT

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Continuing Education Credit Offered For Live Session Only: Generic, CPE

Webinar Details

Preparing reliable financial projections is one of the most critical components of the ESOP valuation process. Whether your company is undergoing an annual valuation, planning for a transaction, or evaluating strategic initiatives, well-supported forecasts help valuation advisors assess future performance and company value. This session will discuss best practices for developing financial projections, common pitfalls to avoid, and how management teams can create forecasts that are both realistic and defensible.

Learning Objectives:

Identify the key assumptions and drivers that support reliable ESOP valuation projections.
Recognize common forecasting pitfalls and strategies for improving projection accuracy and credibility.
Understand how valuation advisors evaluate management forecasts and the documentation needed to support them.

Webinar Slides

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Webinar Replay

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Presenters

Dan Sailer

Dan Sailer is a director in Katz, Sapper & Miller’s Valuation Services Group. He is passionate about guiding clients through their succession alternatives by advising them on estate planning, gifting strategies, employee stock ownership plans (ESOPs), corporate transactions, and other valuation matters. Dan combines his years of experience working with closely held companies with his skillsets of valuation and financial modeling to develop ideas, strategies, and scenario analyses to solve problems and optimize his clients’ goals. Dan also has experience with dispute resolution, litigation support, and valuation of complex capital structures.

Jonathan Jared

Jonathan Jared is a senior analyst in KSM’s Valuation Services Group. Jonathan provides information to help clients make informed business decisions through valuations for estate plans and gift programs, corporate mergers and acquisitions, employee stock ownership plans (ESOPs), and litigation support. Prior to joining the firm, Jonathan served as a senior accountant for Salesforce, where he was a member of the real estate accounting operations team. In that role, he created financial reports for owned real estate properties to present to the chief administrative officer, recorded entity consolidation and other real estate-related journal entries, prepared footnotes for the 10-Q and 10-K filings, and performed financial statement and variance analysis.

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Presenters

Dan Sailer

Jonathan Jared

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