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October Is Employee Ownership Month

Posted 12:45 PM by
In today’s business environment, companies across the country have had to identify new paths towards success and adapt to meet unexpected challenges and work situations. These entrepreneurial steps are not new to employee-owned companies, where high-levels of engagement, transparency, and idea sharing are common.
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Valuation Considerations During Times of Financial Uncertainty

Posted 1:30 PM by
As the country focuses its attention on COVID-19, and with most of the nation under strict “stay-at-home” orders allowing only essential businesses to operate, many private companies in a variety of industries are suffering the economic impact of the current public health crisis.
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How COVID-19 May Impact ESOP Valuations

Posted 7:00 PM by
ESOP employee-owned companies have a unique issue to consider during these challenging times: how does the COVID-19 pandemic impact ESOP valuation? Each company’s situation will be uniquely impacted by factors including the ESOP plan document, the valuation date, and the size of the ESOP stock distributions required for this plan year. For employees who help administer their ESOP plan or serve in a fiduciary role, the following observations about valuation and benefit plan concepts can help determine the best actions to take.
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Workshop for ESOP Internal Trustees

Posted 3:00 PM by
Andy Manchir, director in Katz, Sapper & Miller’s Valuation Services and ESOP Services groups, will present at the National Center for Employee Ownership 2020 Employee Ownership Conference. Taking place April 21-23 in Minneapolis, MN, the conference will bring together professionals from employee-owned businesses to learn technical skills, generate new ideas in expert-led sessions, and learn from peers through extensive networking opportunities.
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ESOP Conference: The Valuation Advisor’s Due Diligence Process for Transactions and Annual Updates

Posted 3:30 PM by
Andy Manchir, director in Katz, Sapper & Miller’s ESOP and Valuation Services Groups, will present at the Indiana Chapter of the ESOP Association’s 2020 Spring Conference. Taking place March 5 at the Ritz Charles in Carmel, IN, the conference will bring together chapter members to discuss various topics related to ESOPs.
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ESOP Webinar: Accounting and Tax Topics Related to an ESOP Company

Posted 1:00 PM by
Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will lead a webinar discussion hosted by the National Center for Employee Ownership (NCEO). Taking place Jan. 28 from 12:30-1:30 p.m. EST, the webinar is geared towards individuals who maintain the accounting and general ledger in their companies for ESOP transactions.
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Podcast: Advantages and Disadvantages of ESOPs

Posted 5:00 PM by
Mark Flinchum and Andy Manchir of Katz, Sapper & Miller’s ESOP Services Group, along with Mark Kossow of Clark Hill, join Jim DeLuccia on the “CPA Conversations” podcast hosted by the Pennsylvania Institute of Certified Public Accountants (PICPA).
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Podcast: ESOPs - Are They Right for Your Business?

Posted 6:00 PM by
Mark Flinchum and Andy Manchir of Katz, Sapper & Miller’s ESOP Services Group join host Ed Mysogland on the "Defenders of Business Value" podcast to discuss ESOPs - Are They Right for Your Business? The episode explores the steps taken when a company considers ESOP formation, from the initial decision process to potential tax benefits and how an ESOP benefits employees.
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Flinchum and Manchir to Discuss ESOP Tax, Accounting, and Valuation Practices at Annual Great Lakes Regional ESOP Conference

Posted 12:56 PM by
Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will present at the Fifth Annual Great Lakes Regional ESOP Conference. Taking place Oct. 17-18 in Sandusky, OH, the conference brings together the Indiana, Michigan, Ohio, and Kentucky chapters of The ESOP Association to discuss current topics pertinent to the ESOP community.
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KSM to Discuss ESOPs at Old National Bank Center for Closely Held Business Conference

Posted 3:54 PM by
KSM’s Dan Rosio, partner in the firm’s Valuation Services Group, and Andy Manchir, director in the firm’s Valuation and ESOP Services Groups, will present “ESOP: Legacy, Empowerment and Succession Planning" alongside Brian Henning and Alan O’Rear, senior vice presidents with Old National Bank, and Alex Mounts, partner with Krieg DeVault, at the Developing the Disruptor’s Mindset conference hosted by Butler University’s Old National Bank Center for Closely Held Business. The event, taking place Aug. 7 in Indianapolis, will feature keynote and breakout sessions designed around the needs of closely held business leaders.
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