ESOP Valuations in COVID-19 Environment and Issues Pertaining to Interim Valuations

Los Angeles partner Jeremy Pelphrey will join Miguel Paredes of Prudent Fiduciary Services and Patrice Radogna of Marcum LLP during a webinar titled, “ESOP Valuations in COVID-19 Environment and Issues Pertaining to Interim Valuations,” on Friday, April 23, 2020, 9:00-10:00 a.m. PDT.

The panelists will review the following topics:

• December 31, 2019, annual valuation process
• Interim valuation – do I need this and what are the factors to consider?
• Process, governance and documents
• Who makes the decision to obtain an interim valuation?
• Internal trustees’ role in making a determination for an interim valuation
• Valuation
  • Major drivers of value and what COVID-19 factors can/cannot be considered
  • How the date of the valuation impacts value
  • How the market has affected the multiples used in the valuation of a private company
  • How you might adjust a company’s cash flow for this type of uncertainty
• Communication to participants: uncertain times and uncertain valuations

Have a scheduling conflict? Register for the live event, and we’ll send you the on-demand recording shortly after the broadcast date.

QUESTIONS? If you have questions about this event, please contact michelle.spadaro@marcumllp.com or call +1 203 781 9788.