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Webinar: S Corporation ESOPs: Valuation Issues

Join Columbia Financial Advisors, Inc.'s  Donny Springer present the webinar "S Corporation ESOPs: Valuation Issues."

About This Meeting

ESOP fiduciaries and other responsible for the annual ESOP appraisal need to understand the interaction between their companies' S corporation statement and the valuation. The benefits of being an S corporation ESOP add several layers of complexity to the annual valuation. For example, ESOP shares are valued by law at the price a "willing buyer" would pay, but there is no guarantee that this hypothetical willing buyer would be an S corporation or have an ESOP. Does that make it impossible for the appraisal firm to consider the S corporation ESOP tax shield? If not, how should it affect the annual valuation? Does the appropriate valuation method change for initial transactions, ongoing operation, or in evaluating a potential sale of the company? What's the difference between a valuation for a 100% ESOP-owned S corporation and one where the ESOP has a smaller stake? This Webinar stands on its own, but many attendees will also view our other two S corporation Webinars (one on legal issues and one on administrative issues)

You will learn:

How to assess your current appraiser's valuation methods.

  • How the large cash advantage of S corporations ESOPs may, (and may not) be reflected in the appraised fair market value.
  • How to assess your current appraiser's valuation methods.