Valuation Issues for Internal TrusteesNCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact Colleen Kearney at 510-208-1311 or firstname.lastname@example.org for additional information.
This replay was recorded on November 18, 2014.
About This MeetingSetting the value of ESOP shares is one of the most important responsibilities of all trustees, and trustees who are also employees of the company face some particular challenges. This Webinar covers the most important issues for trustees to consider when reviewing a valuation report, including core valuation principles, ways to document the review process, conditions under which companies should consider hiring an outside transaction trustee, and indications that you may want to find a new valuation firm.
You will learn:
- The responsibilities of reviewing the valuation report and setting fair market value.
- What to look for to evaluate your appraisal firm and what steps to take when considering changing firms.
|Valuation Issues for Internal Trustees |
Tom DiSimone, Prairie Capital Advisors, Inc.