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Hilton to Present at Upcoming ESOP Association Conferences

Posted 2:36 AM by


Katz, Sapper & Miller’s Robert Hilton will present at two upcoming ESOP Association conferences, 21st Annual Multi-State ESOP Conference and New England Chapter’s 2016 Annual Fall Conference.

Hilton will co-present on the topic of “ESOP Valuation Basics” at the 21st Annual Multi-State ESOP Conference, taking place Sept. 14-15 at Mohegan Sun Resort in Wilkes-Barre, PA. The presentation will cover an understanding of the annual valuation process and steps that an internal trustee may go through to assess and review. 

Additionally, Hilton will co-present on the topic of “Second Stage ESOP Transactions” at the New England Chapter’s 2016 Annual Fall Conference, taking place Oct. 6-7 at Marriott Sable Oaks in Portland, ME. The presentation will review a variety of topics including:

  • Common definitions, differences with first stage transactions, and a typical structure
  • Valuation issues such as minority ownership and premiums and discounts
  • Concerns from multiple parties (board of directors, trustees, etc.) regarding changes in internal controls
  • Insights into financing considerations

Hilton, who is a director in the firm's Valuation and ESOP Services Groups, is a frequent speaker at conferences related to ESOPs.

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