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Hot Topics in ESOP Valuations


Business Valuation

 Hot Topics in ESOP Valuations
CPE Credit

Program Type: VideoCast (Audio,Video, PPT Presentation)
Program Level: Intermediate
Prerequisites: Attendees should have a basic understanding of ESOPs and ESOP valuation issues.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Accounting
Item Number: 13PBV0619
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

This webinar will cover several contemporaneous and oft-debated valuation topics requiring nuanced judgment from the financial advisers involved. The speaker will highlight how contrasting assessments of different variables impact a company's valuation. Some of the topics include price protection, adherence (or lack thereof) to the fair market value standard of value, and equity-based compensation.

Learning Objectives

After completing this webinar, attendees will be able to:

- Distinguish valuation issues unique to employee stock ownership plans (ESOPs) compared to tax and fair value analyses
- Discuss the contrasting assessments of different variables impacting a company's valuation

Who Should Attend

Valuation practitioners; corporate, M&A, and ESOP attorneys; corporate executives; and human resources personnel

Presenter(s)

Adrian Loud, CPA, ABV, CFF, CVA, ASA
Mr. Adrian Loud is a shareholder in the Atlanta, GA-based firm of Bennett Thrasher PC, a full-service certified public accounting and consulting firm. Adrian is also the leader of the firm's valuation and litigation support practice. His work experience includes valuation and advisory services for a variety of engagements such as fairness and solvency opinions, ESOPs, lost profits/economic damages calculations, transfer pricing, gift and estate tax planning, reasonable compensation studies, intangible asset and intellectual property analyses, and financial reporting.