2025 IAC BV - Advanced Topics in ESOP Valuations

Session Description

As an ASA, we are experts in the art and science of valuation. In an ESOP transaction, an ASA’s expertise is the base level of knowledge required. You will be required to be an expert in both valuation and ESOP transaction matters. Your knowledge is valued, and fees are priced accordingly.  Learn more about the skillset valuation professionals should have when consulting on an ESOP transaction (both sell-side and buy-side), including IRS compliance-testing, key tax matters, corporate-entity structure decisions and debt financing.  Additionally, learn more about the key valuation nuances faced when doing annual update valuations.

Speaker

Laurie-Leigh White, ASA
Patrice Ragdona, ASA

Continuing Education

Review of this session recording will award 1.2 CE hour. 

CPE credit is not awarded for this pre-recorded offering.