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Communicating Valuation: Tools, Tips and Examples

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This replay was recorded on March 6, 2018.

About This Meeting

In many companies, the valuation process is a black box—failure to understand valuation blocks the line of site between employees' day-to-day activity and the value of their ESOP accounts. In order to tap the power of their ESOPs, companies need people to have a basic understanding of how valuation works and what aspects of the value employees can affect.

We will talk about tools and techniques to communicate effectively about valuation in your own company, including actual examples of ways that some companies communicate about valuation to your work force. This session is appropriate for people for people who will be doing their company's internal valuation communication.

You will learn:


Lindsay Baublitz

presenter photologo

SC&H Capital

Lindsay is an accredited senior appraiser (ASA) at SC&H Capital and specializes in providing business valuations for ESOP transactions, annual ESOP updates, financial reporting, and estate and gift purposes. She also provides sell-side M&A advisory services. In addition to her role at SC&H, Lindsay is the owner of an e-commerce business that specializes in home décor products. She has first-hand experience with all aspects of running a small business, providing a unique perspective that translates to her business valuation career. Lindsay is a professional member of the ESOP Association and a member of the NCEO.