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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.

Manchir’s session, “The Valuation Advisor’s Due Diligence Process for Transactions and Annual Updates,” will identify the criteria for an adequate due diligence process for the trustee’s financial advisor in an ESOP transaction and an ongoing ESOP valuation. The discussion will focus on historical financial statements, management’s projections, and other company and industry issues. Manchir will also discuss due diligence during the feasibility process and share a case study of a typical due diligence meeting. This session will benefit CEOs, CFOs, and any other company personnel preparing for the valuation of an ESOP or potential ESOP transaction.

To learn more or register, visit the conference website.

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