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ESOP Nuts and Bolts: What You Need to Know About Employee Stock Ownership Plans

  • Axia Home Loans 1120 112 Avenue NE, Suite 600 Bellevue, WA 98004 United States (map)
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Thursday, July 11, 2019 - Bellevue, WA

Columbia Financial Advisors, Inc. Principal & Seattle Office Director, Nic Staloch will speak at the NCEO one day session ESOP Nuts and Bolts: What You Need to Know About Employee Stock Ownership Plans on July 11th in Bellevue, Washington. 

This one day conference covers the essentials of how an employee stock ownership plan (ESOP) works. Held at a leading ESOP company, it also provides an opportunity to learn about employee ownership from employee-owned companies. The session is aimed at people thinking about an ESOP, but may also be useful as a review for people in ESOP companies who want to know more about how the plans work.

 Nic’s session topic is What's Your Company Worth? ESOP ValuationThe presentation will provide an overview of methods typically used in valuation and key drivers of company value.  It will include how multiples, discount rates, and risk factors affect value.  It will cover some of the quantitative and qualitative risk factors that valuation advisors review and how changes in some of those factors can affect company value. 

For more information about the event, visit the NCEO in-person meetings website.