NCEO Webinar: What’s Driving Your ESOP Valuation?

Many ESOP-owned companies undergo an annual stock valuation, often as of December 31. As the year-end 2025 valuation season begins, this session will provide insight into the key factors valuation firms consider when determining ESOP stock value.

KSM’s Andy Manchir and Dan Roach will explore key company-specific items employees can review and prepare to discuss with the appraiser and trustee, along with external economic factors that may impact stock price this year. Attendees are encouraged to bring their questions for this interactive discussion.

Topics will include:

• Key internal factors that influence ESOP valuations and how to prepare for discussions with the appraiser and trustee
• External economic factors that may impact ESOP stock value in the current valuation year
• Valuation insights to better support the year-end appraisal process

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.