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Communicating Financials and Valuation to Your Participants

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 Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on June 11, 2019.

About This Meeting

Research consistently shows that ESOP companies outperform the competition, but only when the incentive and reward of the ESOP is communicated clearly and employee owners can see and act on opportunities to drive improved company performance. This session will provide different ideas on how to effectively communicate financial information; what to share, how, and what ongoing support is needed. Several methods from different companies are provided so you can identify what may be best for your firm.

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.