National Registry of CPE Sponsors

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Valuation Checklist for ESOP Companies

May 25, 2021 by: NCEO National Center for Employee Ownership (NCEO)

As an ESOP company, the valuation process comes around once a year. Prairie has identified 15 items that should be considered by the company's management, ESOP trustee, and valuation firm when performing an ESOP valuation. Our presenters will share common oversights, valuation impacts, company impacts, and best practices to review as you embark on your valuation process.

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