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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

presenter photologo

Stout Risius Ross

Aziz is a managing director in Stout Risius Ross' valuation advisory group and is Stout's ESOP and ERISA advisory practice co-leader. He has experience in the valuation of companies, business interests, and securities, for numerous purposes, has extensive experience in the valuation of business ownership interests in employee stock ownership plans (ESOPs), and has performed analyses related to ESOP security formation and transactions, determination of transaction fairness and adequate consideration, and annual employer security valuation updates.

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.