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WEBINAR REPLAY

Valuation Basics

NCEO 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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Andrea Johnson at 510-208-1309 or ajohnson@nceo.org for additional information.

This replay was recorded on February 26, 2019.

About This Meeting

Determining the value of ESOP shares requires complicated, regulated analysis, but everyone connected with the ESOP needs to know the basics. This Webinar is designed to serve either as an overview for people who just want to understand the key concepts of ESOP valuation or as a foundation on which to learn more advanced valuation topics. We assume that participants have a knowledge of financial statements, but not familiarity with valuation. You will learn:

You will learn:

Presenters

Romeo Harper

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Prairie Capital Advisors

As a senior analyst at Prairie Capital Advisors, Romeo Harper completes financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly traded companies. In addition, he performs merger and acquisition (M&A) research and prepares narrative reports in support of a wide variety of valuation projects, including Employee Stock Ownership Plans (ESOP), leveraged buyouts (LBO), management buyouts (MBO) and other capital structuring projects for clients nationwide.

Kamil Swierczek

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Prairie Capital Advisors, Inc.

Kamil Swierczek, a senior associate at Prairie Capital Advisors, Inc., advises middle-market companies on various ownership transition strategies. His responsibilities include project management along with conducting corporate valuations and related transaction analyses in support of a wide variety of ownership transition and valuation engagements, including merger and acquisitions (M&A), ESOPs, leveraged buyouts (LBOs), management buyouts (MBOs) and other capital structuring projects for clients nationwide.