On-Demand NCEO Webinar: What’s Driving Your ESOP Valuation?

Summary: This NCEO webinar examines the key internal and external factors that influence ESOP stock valuations, offering practical insights to help companies prepare for year-end appraisals and discussions with appraisers and trustees.

Many ESOP-owned companies undergo an annual stock valuation, often as of December 31. This session provided insight into the key factors valuation firms consider when determining ESOP stock value during the year-end valuation process.

KSM’s Andy Manchir and Dan Roach highlighted key company-specific items employees can review and prepare to discuss with the appraiser and trustee, along with external economic factors that may impact annual stock price.

This webinar was presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s employee ownership virtual learning series.

For more insight into your ESOP and what drives long-term value, connect with a KSM advisor or complete the form below.