69: Valuation Checklist for the ESOP Company


In this episode, we share a recording of the "Valuation Checklist for the ESOP Company" presentation, led by Kaitlin Wilusz, Manager at Value Management Inc. (VMI) at The ESOP Association Pennsylvania / Delaware Chapter’s Annual Spring Conference in State College, Pennsylvania.


VMI is a financial consulting firm specializing in valuing businesses, corporate securities, and professional practices. Katie Wilusz is responsible for providing research and performing financial and economic analyses for the valuation of closely held enterprises, professional practices and publicly traded securities. Prior to VMI, Kaitlin was a senior financial analyst at Ernst & Young where she worked within the Valuation & Modeling group, specializing in financial services.


Listen to the episode on Soundcloud.