On-Demand NCEO Webinar: Optimizing ESOP Success: Accounting & Valuation Essentials

Whether your ESOP is in its early stages or has been running smoothly for years, learn valuable, actionable strategies to elevate your plan’s performance.

KSM’s Zach Kubly and Dan Sailer guided this discussion, offering practical ways to strengthen an ESOP’s financial foundation by exploring smart accounting tactics and strategies to maximize the impact of the annual valuation process. Attendees gained a clear understanding of ESOP accounting fundamentals, the rhythm of the annual accounting and valuation cycle, and what to expect during the annual ESOP valuation review.

For more information about ESOPs, reach out to your KSM advisor or fill out the form below.