NCEO Webinar: How To Review and Approve a Valuation Report

ESOP valuation reports play a critical role in ensuring transparency, compliance, and informed decision-making for employee-owned companies.

Join KSM’s Andy Manchir and Dave Van Ness of GreatBanc Trust Company for a practical guide to understanding and evaluating ESOP valuation reports. Designed for internal ESOP trustees and non-trustee employee-owners, this session will cover key components, valuation methodologies, financial assumptions, and risk factors, while also addressing current challenges such as rising costs and economic uncertainty.

Attendees will gain insight into identifying potential red flags, understanding valuation drivers, and ensuring compliance with ESOP regulations, including when to seek independent review to be better equipped to fulfill fiduciary responsibilities and safeguard the interests of ESOP participants and beneficiaries.

Learning Objectives:

• Identify the key components of an ESOP valuation report
• Evaluate financial assumptions and valuation methodologies
• Recognize current issues impacting ESOP valuations
• Apply insights to support fiduciary oversight and decision-making

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.