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Learn How to Put the ESOP Valuation Pieces of the Puzzle Together Successfully

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA

Arrow Program Description Arrow Who Should Attend Register Now
Arrow How You Will Benefit Arrow ON-Demand Webinar
Arrow What You Will Cover Arrow Pricing and CPE

In the United States, approximately 53% of Baby Boomer business owners plan on exiting their business within the next 10 years. Historically, owners have either decided to wait for a private equity partner to acquire their business, transfer it to a family member, or work until the business closes. An attractive alternative to those options for some business owners would be a sale to an Employee Stock Ownership Plan (ESOP). Under the IRC 401(a)(28)(C), a privately held business that is an ESOP must conduct an independent appraisal of its shares each time the ESOP acquires stock, at the end of year, and every year thereafter.

How You Will Benefit
After completing this course, attendees will be able to:

  • Describe ESOP to their clients and how they work
  • Identify the implications of the repurchase obligation in privately held ESOP companies
  • Explain how to apply marketability discounts
  • Demonstrate how the value drivers from the valuation report is invaluable to the owner and employees

What You Will Cover
Part 1: ESOP Valuation Basic Overview
Part 2: Understanding Repurchase Obligation
Part 3: ESOP Marketability Discounts 
Part 4: The Odd Couple: ESOP Valuation and DOL Cases
Part 5: ESOP Valuation Case Study

Who Should Attend
CEOs, CPAs, CFOs, attorneys, financial planners, valuators

On-Demand Webinar Coming Soon!
Contact Member/Client Services at (800) 677-2009 for questions.

Webinar CPE Hours
Delivery Method Group Internet-Based
Program Level Overview
Advanced Preparation None
Prerequisites None
Fields of Study Accounting 2
  Business Law 2
  Business Management & Organization 2
  Economics 2
  Finance 2
Total CPE Hours   10

For more information regarding CPE, Program Levels, and Fields of Study, please click here.