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| ESOP Valuation Basics | (160802N) |
Course CPE: 1 hour
Fields of Study: Accounting
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: Self-Study |
Item
Number: 16PEP0802
Shipping Weight: 0lbs. 0oz. |
| Price:
$95.00 |
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Recording Date: August 2, 2016
Presenter: Aziz El-Tahch; Brian DeMaagd
Program Description:
The aging of the baby boom generation has resulted in a large and increasing number of business owners considering ownership succession and liquidity alternatives. While many business owners will pursue traditional strategies such as a sale to a third-party, a management buyout, or leveraged recapitalization, for some business owners a sale to an employee stock ownership plan (ESOP) will be an attractive alternative. ESOPs impose a legal requirement that the subject company's stock be valued as of the date of the transaction and annually thereafter. In this five-part webinar series, you will learn ESOP basics, valuation, legal, accounting, and finance considerations from a group of the top ESOP professionals in the United States, concluding with a discussion of case studies.This webinar will assist the audience in gaining a basic understanding of why the valuation of an ESOP-owned company is necessary and what the primary drivers of value are. The presenters will speak about the valuation process from the information gathering and due diligence phase to the application of generally accepted valuation methods (including a discussion of appropriate valuation premiums and discounts). The presenters will also touch on work product and the role of the ESOP trustee in the valuation process.
After completing this course, you will be able to:
- Differentiate between a company's enterprise value and its equity value
- Identify different levels of value and valuation approaches
- Recognize internal and external factors that have an impact on a company's value
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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