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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:


Managing the Valuation Process
Aziz El-Tahch, Stout Risius Ross, Inc.
Mergers & Acquisitions
Shaun McGehee, Prairie Capital Advisors, Inc.


Aziz El-Tahch

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Stout Risius Ross

Aziz is a managing director in the valuation and financial opinions group of Stout Risius Ross, Inc. His concentration is in ESOP and ERISA advisory services. He has experience in the valuation of securities, intangible assets, and business interests for numerous purposes, including fairness and solvency opinions, mergers and acquisitions, and corporate strategic planning. Aziz graduated magna cum laude, Phi Beta Kappa from Georgetown University's Edmund A. Walsh School of Foreign Service with a concentration in economics.

Shaun McGehee

presenter photologo

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.