22CF-BVAL: MNCPA Business Valuation Conference (In-Person)
D1. ESOP Best Practices: How Valuation Professionals Can Work Effectively With Trustees and Attorneys
Speaker:
Neil Brozen
,
Andrew Daly
,
Joseph Skorczewski
Tue, 11:30 am - 12:20 pm
Life experience is oftentimes the best teacher. Learn valuable lessons from the experiences of others in this dynamic panel discussion focused on employee stock ownership plan (ESOP) valuations. Explore best practices for conducting an ESOP valuation based on real examples and the perspective of practitioners who conduct more than 50 of these appraisals annually. Gain guidance on how the valuation professional works with company representatives, the ESOP trustee and the ESOP attorney to conduct an effective valuation process. Look at common DOL challenges related to ESOP valuations and learn how to avoid common mistakes. Review the outcomes of recent court cases involving challenges to the valuation and come away with solid practices to ensure your current process is bullet proof.
NASBA field of study: Specialized Knowledge - Technical (1)
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