Back to All Events

The Effect of Turbulent Market Conditions on ESOP Transactions and Annual Valuations

Please join our own Jim Higgins, Patrice Radogna and Mike Flesch to hear the latest market conditions for ESOP transactions at this year’s NCEO Annual Employee Ownership Conference.

Today’s market conditions continue to display unprecedented swings and have created one of the most challenging environments to determine the valuation of privately held companies in recent history. Our session will include an interactive discussion and a deeper dive into the cause and effect of these factors. In addition, we will discuss the impact of these changing factors on the fair market value range of a company, which is essential in getting a new ESOP transaction completed (due to disconnects in expected purchase price versus fair market value) as well as the fair market value for ongoing valuations.

Times listed are Central Daylight hours.

Earlier Event: November 9
National ESOP Confernce: ESOP Owned 2022
Later Event: May 3
Exit Strategies Using ESOPs