Mastering the ESOP Valuation
Featuring Jared Kaplan, Richard
May, and Robert Socol
Telephone Dial-In Audio Conference
Wednesday, April 5, 2006
10:00am-11:40am PST/11:00-12:40MT/12:00-1:40CST/1:00-2:40EST
Presented by Business Valuation Resources, LLC
Earn TWO INTERACTIVE CPE credits for participating in this conference
PRICE: $249.00 for a single dial-in connection. Use your conference room and the whole office can listen in. Two CPE credits are available for each additional listener sharing the same phone connection - only $49.00 per person.
Register for conference for $249
Register for conference and CD for $339
Register for conference and Transcript for $339
Register for conference, CD, and Transcript for $429
Learning Objectives:
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Learn to understand why ESOP valuations are necessary
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Learn how ESOP valuations are performed
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Learn to understand the drivers of value in ESOP valuation, and how they interact
Program Outline:
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Why are ESOP valuations performed?
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Who can do an ESOP valuation?
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What are the elements considered by the appraiser?
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How is the valuation memorialized?
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Who is responsible for the valuation?
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What are the most frequently encountered issues involving ESOP valuations?
Featured Panel:
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Jared Kaplan is a partner in
McDermott Will & Emery LLP based in the Firm’s Chicago office.
His practice focuses on federal tax matters, corporate finance and employee
stock ownership plans (ESOPs). Mr. Kaplan received his bachelor’s
degree from the University of California at Los Angeles in 1960 and his
law degree from Harvard Law School in 1963. |
Richard C. May is currently a Managing Director at Duff & Phelps. Mr. May has over 25 years of experience working with both publicly and privately held corporations. He advises business owners on the value of businesses and assists them in structuring financial transactions that meet their personal and corporate objectives. He has written numerous articles on a broad range of business valuation theory, security structuring, and solvency issues. Mr. May has served
as an expert witness regarding valuation issues in the United States Federal
Tax Court, United States District Courts, and numerous state courts. Some
of the litigation cases that Mr. May has been involved in include: Hutchens
Industries, Inc. v. the Commissioner of Internal Revenue; Bear Stearns
& Co. v. Jardine Strategic Holdings, Ltd.; Daniel Lee Atwood and Janice
Lee Corneal, et al. v. Burlington Industries Equity Inc., et al.; and
Florin et al. v. Wesray et al. (Simmons Mattress). In addition, Valuemetrics
has been retained by the Department of Labor regarding six enforcement
cases of alleged breaches of fiduciary duty regarding investments in qualified
plans. |
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Robert S. Socol is a Managing Director in the Valuation
& Litigation Advisory Services Group. His concentration is in ESOP
and ERISA Advisory Services. Mr. Socol has worked on over 250 ESOP transactions
of all sizes, from small private companies to major public corporations.
He has performed engagements for the valuation of ESOP securities, the
valuation of business entities and the valuation of business and security
interests. Additionally, Mr. Socol has performed analyses in a broad range
of industries for numerous purposes, including transaction opinions, mergers
and acquisitions, financing leveraged buyouts, corporate planning, business
valuations litigation support and financial restructuring. He also has
extensive experience in equity allocation issues, complex deal structuring,
deal negotiation and design of innovative securities. |
CPE Credit Information:
Earn
2 Interactive CPE Credits (Consulting Services) Business Valuation Resources, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. www.nasba.org NASBA Sponsor |
Please note: To receive CPE credit, you must fill out the post conference survey. The survey link is e-mailed to participants along with the dial-in number and registration code, normally sent two or more days prior to the conference. CPE credit only registrants will be sent the survey link via e-mail.
Satisfaction Guaranteed:For more information on this telephone conference or our past telephone conferences, please email customerservice@bvresources.com Business Valuation Resources offers a 100% money-back guarantee. If you are not completely satisfied, you may submit a written request within 30 days of the date of this program to receive a full refund. Please e-mail our accounting manager at: pamp@bvresources.com . There are no fees associated with refunds.