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Valuations

Partial ESOP Ownership as an Exit Strategy

Posted 1:15 PM by
According to the National Center for Employee Ownership (NCEO), the United States has over 6,600 Employee Stock Ownership Plans (ESOPs) with nearly $1.4 trillion in total assets. While ESOP companies are not required to report ownership percentages, the NCEO estimates that only 30% to 40% of those ESOPs are 100% employee-owned.
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Do You Know the Value of Your Transportation Company?

Posted 6:30 PM by
The transportation industry thrived in 2018. While signs point to some correction in 2019, the state of the market is currently strong, bank capital is readily available, and private equity firms are eager to get into the industry. These factors and more make this an appealing time for some owners to consider selling. Others are looking closely at growth opportunities such as investment in new technology and equipment.
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Business Valuation: Levels of Value and Unique Situations

Posted 12:30 PM by
Understanding the conclusions reached in a business valuation (BV) report requires a basic knowledge of the economic theory underpinning the generally accepted valuation approaches. Familiarity with the concept of levels of value will also aid in understanding the conclusions reached by a BV professional. By becoming familiar with the professional environment for BV services and combining that knowledge with a basic understanding of BV concepts, attorneys and their clients can critically evaluate the valuation conclusions reached in their reports.
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Manchir to Discuss ESOP Sustainability at 2018 Las Vegas ESOP Conference

Posted 2:30 PM by
Katz, Sapper & Miller’s Andy Manchir, director and co-chair of the firm’s ESOP Services Group, will present at the ESOP Association’s 2018 Las Vegas Conference & Trade Show. Taking place Nov. 8-9, the conference is the largest of its kind that is geared towards providing insight and discussion on the many facets of employee ownership. The event will feature more than 60 educational sessions, a trade show highlighting a variety of professional services, and provide many networking opportunities.
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Quality of Earnings Engagements Provide Confidence in ESOP Transactions

Posted 12:30 PM by
When an owner decides to sell his or her company to an Employee Stock Ownership Plan (ESOP) trust, one of the most impactful factors in the transaction is the company’s value. The ESOP trustee establishes the company’s value, which affects the total transaction price. It is vital that the price is as close to the company’s actual value as possible so the seller is compensated appropriately and the participants of the ESOP are not overpaying for the company.
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Valuing Closely Held Businesses: What You Need to Know

Posted 5:45 PM by
The valuation of closely held companies is a large and growing practice. However, most people are not aware of this valuation activity since the companies being valued are closely held and, thus, private in nature. Additionally, since closely held entities are typically smaller than publicly traded entities, fewer investors are affected by the results of such valuations.
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Client Success Story: Bulldog Battery

Posted 5:00 AM by
After an unsuccessful attempt at a third-party sale, industrial battery manufacturer Bulldog Battery looked to KSM for help developing an exit strategy.
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How Annual ESOP Share Price Is Determined

Posted 5:00 AM by
Employee Stock Ownership Plans (ESOPs) are becoming more and more common. Being part of a company that is an ESOP can be very exciting and rewarding. However, ESOPs can sometimes be complicated and employees often have many questions about how the ESOP structure works. A very common question relates to how the shares of an ESOP are valued.
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Maximize Value in the Short-Term for Long-Term Gains

Posted 5:00 AM by
Recent company mergers and initial public offerings have brought the value of trucking companies to the forefront.
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KSM to Host ‘Merger and Acquisition Trends in the Construction Industry’

Posted 5:00 AM by
Katz, Sapper & Miller's Construction Services Group will host "Merger and Acquisition Trends in the Construction Industry" Dec. 6 in Indianapolis and Fort Wayne, IN.
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