Every year the ESOP Association’s Mid-Atlantic Chapter hosts a Spring event to gather the region’s most prestigious ESOP experts. The ESOP Association Mid-Atlantic Chapter – 2019 Spring Conference is scheduled to be held in Charlottesville, VA March 7-8, 2019. We invite you to join us to meet fellow ESOP experts as well as learn more about the state of ESOPs. SC&H Capital’s Greg Hogan and Lindsay Baublitz will be speaking in two sessions featured below:
ESOP Hot Topics – Selling an ESOP Company: Issues to Consider for the Board of Directors
Greg Hogan, SC&H Capital; Chris Horner, Holzman Horner
In today’s M&A market, many ESOP owned companies are receiving unsolicited offers to be acquired and/or evaluating whether it may be a good time to sell the company for the benefit of the shareholders and ESOP participants. This presentation will focus on key issues that the Board of Directors of ESOP owned companies need to consider and evaluate with respect to the potential sale of an ESOP owned company. The discussion will focus on how the Board should respond to inbound offers, how to evaluate the pros and cons of running a formal sale process, ESOP specific issues that arise during M&A deals, and how best to fulfill their obligations to the shareholders in various acquisition scenarios.
Culture & Communications – Communicating Valuation – Tools, Tips & Examples
Lindsay Baublitz, SC&H Capital; Peter Briggs, Shareholder Strategies
Often employees are confused about fluctuations in stock price, and it is difficult to communicate why a company’s value changed. This session will provide a high-level overview of the main factors that impact an ESOP valuation. The presentation will review examples of how some companies communicate valuation, as well as tips and tools that can be implemented by your company to help communicate valuation. This session is particularly beneficial for CEOs, CFOs, and ESOP communications committee members who are tasked with communicating the stock price to employees.