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The Return of Inflation! How Will it Affect my Valuation?

Webinars
Webinar Details

Inflation has re-entered the economic landscape, creating new challenges for ESOP companies, trustees, and their advisors. Rising costs and broader market uncertainty can significantly impact ESOP share values and the assumptions underlying annual valuations.

This webinar will examine how inflationary environments affect the valuation of ESOP-owned companies, including the impact on projected cash flows, long-term growth rates, discount rates, and company-specific risk assessments. Attendees will hear from PCE’s valuation professionals on how inflation-related risks are evaluated in practice and what ESOP stakeholders should expect in upcoming valuation cycles.

Learning objectives:

1. Understand how inflation and rising interest rates impact key ESOP valuation assumptions, including discount rates, capitalization rates, and future cash flow projections.
2. Identify how inflationary pressures can affect ESOP company performance, shareholder value, and repurchase obligation considerations.
3. Recognize the valuation considerations trustees, boards, and ESOP company leadership should evaluate during periods of elevated inflation and economic uncertainty.

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Presenter

Paul Vogt headshot Presenter company logo

Paul Vogt

Located in PCE’s Atlanta office, Paul leads the firm’s valuation practice.  Paul has more than 20 years of consulting and valuation experience, focusing on the valuation of public and privately held businesses, business interests, intangible assets, intellectual property, and related matters for purposes of financial statement reporting, corporate planning, tax planning, litigation support, and other purposes.

Paul has been primarily focused on providing intangible asset purchase price allocation, goodwill and long-lived asset impairment testing analyses for financial statement reporting purposes pursuant to FASB ASC 805, 350, and 360, and valuing equity securities issued as compensation pursuant to FASB ASC 718 / IRC 409A. In addition, Paul has extensive experience in the valuation of privately held equity securities in complex financial structures, convertible debt, performance and market-based equity awards, warrants with price protection features, embedded derivatives, and contingent consideration for financial statement reporting and other purposes.

With his broad experience, Paul has advised public and private companies, private equity firms and their investors, nonprofits, attorneys, and government agencies in valuation, investment, and other financial consulting matters across multiple industries including technology companies focused in information services, ecommerce, social media, and cloud/SaaS, healthcare companies consisting of hospitals, physician practices, and medical clinics, manufacturing, consumer product retailers, and automotive retailers just to name a few. Paul also has prior experience in litigation support in shareholder disputes, marital dissolution and civil and criminal investigations.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners