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...

As the coronavirus pandemic wreaks havoc both medically and economically, many ESOP companies and advisors are working on 2019 valuations...

We look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...

BerryDunn’s Seth Webber discusses how and when to start the process of selling a business, the importance of seller due diligence.

A brief discussion about the effects of environmental issues on ESOP valuations and transactions.

We put our #EOSpotlight on Will Rodriguez of Vision Point Capital, who describes his efforts to raise ESOP awareness by educating CPAs...

Inaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage

Our EO Spotlight is on Jennifer Krieger of Weaver CPA; South Park Advisors shares how appearing on our podcast led to client engagement.

An EO company’s shareholder value should mean more than just account balance. Employees’ wellness, & happiness are additional measures...

Our featured guest is Nickolas N. Sypniewski, ASA, of Comstock Advisors. We sat down with Nick at #NCEO19 for a deep dive on ESOP Valuation.

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 Emplo...

In this episode, we sit down at #NCEO19 with Nickolas N. Sypniewski, ASA, of Comstock Advisors (www.comstockadvisors.com) for a deep dive on ESOP valuation. ...

The number one issue that the Department of Labor has been emphasizing to ESOP trustees recently is the importance of robust forecasting. Above and beyond an...

This episode's roundtable was hosted by Devine Millimet [www.devinemillimet.com] at their offices in Manchester, New Hampshire. Bret Keisling sat down with E...

In this episode, Seth Webber (Principal, CFA, ASA, CBA, CVA, CBEC) of BerryDunn, headquartered in Portland, Maine, shares his extensive expertise on ESOP fea...

Bret Keisling sat down with John Murphy, President of Atlantic Management Company (www.atlantic-mgmt.com) at ESOPLV for a discussion about ownership transiti...

In this episode, we continue our coverage of The ESOP Association's 4th Annual Great Lakes Regional Conference [www.esopassociation.org/chapters] held Octobe...

In this episode, we share "Can ESOPs Do That? When Business Decisions Affect Value Level " presented at The ESOP Association PA/DE Chapter & NY/NJ Chapter Mu...

In this episode, we share "Best Practices to Help Trustees Sleep at Night" presented at The ESOP Association PA/DE Chapter & NY/NJ Chapter Multi-State 2018 C...

Capital Trustees’ Co-Managing Director Bret Keisling and Client Relations Associate Brian Keisling take a deep dive into what happens after a company engages...