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Valuation Challenges for Ongoing ESOPs

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This replay was recorded on October 1, 2013.

About This Meeting

Ongoing ESOPs face a number of valuation challenges. How should repurchase obligation feed back into valuation? What if a company decides its valuation or appraiser needs to be changed? How does new debt or acquisitions affect value? Should ESOPs that paid a non-control price continue to do so even after control is achieved? These and other issues will be discussed in this Webinar.

You will learn:


Aziz El-Tahch

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Stout Risius Ross

Aziz is co-leader of Stout's ESOP & ERISA advisory services team. Aziz is a frequent speaker and longtime leader in the ESOP valuation community. Aziz is also a CFA charterholder, a member of the Legislative & Regulatory committee of the ESOP Association, and sits on the board of an Alabama-based 100% ESOP-owned S corporation.

Shaun McGehee

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Prairie Capital Advisors, Inc.

Shaun McGehee is a director at Prairie Capital Advisors, Inc and works directly with privately held companies to provide expert financial advisory and strategic ownership transition services. As a director, Shaun is responsible for providing project management services, corporate valuations, and related transaction analyses in support of capital structuring engagements, including ESOP implementation, leveraged recapitalizations, management buyouts (MBO), mergers and acquisitions, fairness opinions, and other related corporate finance purposes.