How to Review and Approve a Valuation Report

Andy is a director in Katz, Sapper & Miller's Valuation and ESOP Services Groups. Andy helps clients understand the value of their business and advises them on succession planning options, including ESOP, third-party sales, or family transitions. He has extensive experience with feasibility studies for business owners considering an ESOP, ESOP structuring and financing, and valuations and opinions needed for ESOP formations, updates, and terminations. Additionally, Andy has performed business valuations for several other purposes, including valuations for estate and gift, mergers and acquisitions, and litigation support. He is an active member of the NCEO and the ESOP Association (TEA) and serves on TEA's Valuation Advisory Committee. Andy is a Certified Exit Planning Advisor (CEPA), an ASA (Accredited Senior Appraiser), and a Certified Management Accountant (CMA).

Dave Van Ness serves as a Client Service Officer and Vice President on the GreatBanc Client Services team, focused on managing client relationships and ESOP transactions. He has been in the retirement plan industry for more than 30 years across multiple facets of the business.

Prior to joining GreatBanc Trust Company in 2021, Mr. Van Ness served in a variety of roles including retirement plan auditor, recordkeeper, and consultant. This gives him a uniquely well-rounded ESOP background from which to draw and makes him a valuable resource for GreatBanc clients.

Mr. Van Ness is a member of The ESOP Association’s (TEA) Administrative Committee and an advisory member of the organization’s Indiana chapter. He regularly presents on ESOP topics at various local, regional, and national conferences hosted by TEA and the National Center for Employee Ownership (NCEO).

Mr. Van Ness is a former Certified Public Accountant (CPA); he holds a Bachelor of Science (BS) in accounting from Indiana State University.