Company value relies heavily on expected future cash flows, which makes management forecasts a key input in ESOP valuations. As economic conditions shift, valuators are placing even greater weight on these forecasts when assessing reasonableness. This session offers a practical top ten checklist for building defensible projections and explains how actual performance compared to prior forecasts can influence valuation outcomes. We will also discuss how ESOP trustees evaluate management's forecasts when determining plan value. Service providers will come away with concrete tools to help clients strengthen their forecasting process.
Learning Objectives:
1. Understand why forecasts are important to valuations and transactions.
2. Learn how forecasts are used in the valuation process.
3. Identify what to incorporate when preparing projections.
4. Recognize when to use different forecasting methods.
-2.png?width=150&name=Untitled%20design%20(4)-2.png)
For over 15 years, Laura valued privately held companies for a variety of purposes, including estate and gift tax matters, family law matters, shareholder disputes, damages, and ESOP administration services. As a part of Spinnaker’s ESOP team, Laura’s experience working with business owners to help find solutions to complex valuation issues helps to strengthen our services to ESOP clients and their employee-owners.
%20(1).png?width=200&name=PCE%20logo-01%20(002)%20(1).png)
