COVID-19 & the Valuation Process
The effect of the US national emergency and global crisis over the coronavirus pandemic will not be known for some time. Bret Keisling is joined by Rob Hilton, A.S.A. of South Park Advisors for a broad discussion on how ESOP valuation advisors will navigate financial uncertainties in both transactions and annual updates over the next few months.
You can reach Rob Hilton at rhilton@southparkval.com.
Multistate ESOP Association Meeting | He Said, She Said – A Valuation Hot Topic Debate
Multistate ESOP Association Meeting (NY/NJ/PA/DE Chapters) September 19, 2019 – “He Said, She Said – A Valuation Hot Topic Debate” with Greg Kniesel of Value Management, Inc. and Kjersti Cory of GreatBanc Trust Company.
ESOP 101: What, Why and How?
In “ESOP 101” Robert C. Hilton Jr., ASA, at South Park Advisors [southparkval.com], Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law [devinemillimet.com], and Richard A. Heeter at Captial Trustees [captrustees.com] present you with a 360-degree view of the what, why, and how of ESOPs.
You will learn about what an ESOP is and why an employee stock ownership plan may be the right succession planning option for your business, the tax advantages of selling a company to an ESOP for both the buyers and the sellers, and how these transactions are valued and financed. Along the way we bust some common ESOP myths, and we cap off our conversation with an up-to-date look at the ESOP marketplace today.
Non-Qualified Deferred Compensation and Warrants
In today’s episode, we share a recording of Rich Heeter of Capital Trustees, Robert Hilton of South Park Advisors, and Kathleen Weber of ESOP Plus presenting “Non-Qualified Deferred Compensation and Warrants” on April 10th, 2019 at the sold-out National Center for Employee Ownership (NCEO) conference in Pittsburgh, PA.
The presentation gives an overview of non-qualified deferred compensation, including warrants, SARS, and phantom stock followed by real world examples with discussion from the perspective of trustee, attorney, and valuation advisor.
Business Valuation and Succession Planning
In this episode we talk with Rob Snowden, ASA, ABV, of South Park Advisors [southparkval.com]. We sat down with Rob in April at the National Center for Employee Ownership conference (#NCEO19) to learn about South Park Advisors, and about his passion for working with business owners on situational problem-solving, succession planning, and business valuation.
Robert Snowden is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers. He also holds the Accredited in Business Valuation (ABV) credential of the American Institute of Certified Public Accountants(AICPA) as a non-CPA finance professional. Robert has more than 20 years of experience providing valuation services in connection with estate & gift tax reporting, business succession planning, mediation, employee stock ownership plans (ESOPs), equity sales, buy/sell agreements, recapitalizations, stock option plans, charitable foundation reporting and lending purposes.
You can hear more about South Park Advisors and ESOP Business Valuation in our interview with Rob Hilton in Mini-cast Episode 6.
NCEO National Conference | Nonqualified Deferred Compensation and Warrants
NCEO National Conference – April 10, 2019 – “Nonqualified Deferred Compensation and Warrants” with Richard Heeter of Capital Trustees, LLC and Kathleen Weber, Esq. of ESOP Plus.