NCEO Webinar: How To Prepare Financial Projections That Support Strong ESOP Valuations

Preparing reliable financial projections is one of the most critical components of the ESOP valuation process. Whether preparing for an annual valuation, evaluating a transaction, or planning for future growth, well-supported forecasts help valuation advisors assess future performance and company value.

Join KSM’s Dan Sailer and Jonathan Jared for an upcoming webinar with the National Center for Employee Ownership (NCEO) to explore best practices for developing financial projections that are realistic, well-supported, and defensible. During this session, they’ll discuss the key assumptions that drive valuations, common forecasting pitfalls to avoid, and how valuation advisors evaluate management forecasts throughout the valuation process.

Learning Objectives:

Participants will learn how to:

• Identify the key assumptions and drivers behind reliable ESOP valuation projections
• Recognize common forecasting pitfalls and improve projection accuracy
• Understand how valuation advisors evaluate forecasts and the documentation needed to support them

This webinar is presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s employee ownership virtual learning series. NCEO members may register for the webinar at no cost. If you are not an NCEO member, you may join the organization for a nominal fee to gain access to the webinar and other NCEO member benefits.