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Valuation Issues for Internal Trustees

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This replay was recorded on November 18, 2014.

About This Meeting

Setting 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:


Tom DeSimone

presenter photologo

Prairie Capital Advisors, Inc.

Tom advises middle market companies on mergers and acquisitions (M&A), ESOP advisory, corporate valuation, financial opinions, and other investment banking advisory services. As vice president, Tom 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. In addition, Tom is a frequent speaker in various forums on topics covering ownership transition planning.