Find Your Resource

We will talk about tools and techniques to communicate effectively about valuation in your own company, including actual examples of ways that some companies communicate about valuation to your workforce. This session is appropriate for people who will be doing their company's internal valuation communication.

Employee owners need to know about key valuation drivers and how their day-to-day decisions impact the valuation trajectory of their company. This session will share best practices for communicating value drivers to employees and constructing an effective ownership plan.

This session will give participants the skill-set and confidence they need to design and apply effective 90 Day, self-funding incentive programs or “MiniGames” for immediate use in their own organizations, a direct take home that will drive business results.    

ESOPs are like people with different doctors. To get the best advice, you need the right team and you need to make sure they work well with one another. This webinar helps you learn how to make that happen.

Most ESOP companies value creating a workplace where people feel included, can grow and develop, and can contribute meaningfully to the success of the company.  While many companies understand the business case and already recognize the value of employing a diverse workforce and cultivating a culture of inclusion, they struggle with knowing where and how to start and what to do to keep the momentum moving forward. This webinar is appropriate for all levels of experience to learn practical strategies.

Wondering how your PPP loan may impact valuation? Or if your stock value will go up (or go down) based on the always-changing public stock market? Questions on how to prepare a forecast given the economic uncertainty? The webinar will offer real-time advice from thought leaders in the valuation industry. 

Join this webinar to discuss the pros and cons of this ESOP maintenance strategy.

Sustainability is the concept of utilizing a resource in a manner that enables longevity. In an ESOP company, the concept relates specifically to perpetuating the ESOP while maintaining the health of the business. ESOP policy decisions are generally established at the inception of the plan when there is not a clear understanding of how such decisions will influence the business as it matures.

Recent Federal legislation resulted in increased long-term capital gains tax rates. As a result, more business owners are expressing their interest for tax-deferred sales to ESOPs. As the selling shareholder to an ESOP, you have the option to pay the capital gains tax created by the sale, or if you are eligible, you can elect section §1042 of the Internal Revenue Code. Electing §1042 allows the selling shareholder(s) to defer the capital gains tax in connection with the sale to an ESOP, and if structured properly would result in a permanent avoidance of paying the capital gains tax. 

Administering an ESOP can be tough work. We will take an arial view of many different topics and understand some of the key details to understand before you consider implementation to your ESOP.