April 23, 2020

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.

Register to Watch Replay

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9:00 – 10:00 a.m. PT 
10:00 – 11:00 a.m. MT
11:00 a.m. – 12:00 p.m. CT
12:00 – 1:00 p.m. ET
4:00 – 5:00 p.m. GMT
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