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ESOP Summer School 15: COVID-19 & the Valuation Process

Welcome to our third annual EO/ESOP Podcast Summer School series. We've selected some of our favorite episodes over the past year to bring you all summer long. We're going to spend the summer catching our breath and recharging our batteries. We're also going to be wearing masks and practicing social distancing.

The full effect of the US national emergency and global crisis over the coronavirus pandemic is still ongoing. In this March 2020 episode from early in the pandemic, Bret Keisling was joined by Rob Hilton, A.S.A. of South Park Advisors for a broad discussion on how ESOP valuation advisors navigate financial uncertainties in both transactions and annual updates. You can reach Rob Hilton at

You can hear the original March 17, 2020 release of this episode in Ep. 105: Rob Hilton, ASA - COVID-19 & the Valuation Process.


Summer School 15 Notes

More about South Park Advisors

South Park Advisors is an independent business valuation firm that caters to meeting the needs of private, closely held businesses. They partner with small to middle market businesses and support clients with many services, including ESOP advisory, estate and gift tax reporting, valuing non-competition agreements, selling to a third party, bringing in new or buying out a retiring partner, and other business succession and exit planning.

To contact The ESOP Podcast, find us on Facebook at KEISOP, LLC and on Twitter @ESOPPodcast. To reach Bret, with one "T", email, on LinkedIn at Bret Keisling, and most actively on Twitter at @EO_Bret. Again, that's one "T". This podcast has been produced by The KEISOP Group, technical assistance provided by Third Circle, Inc. and BitsyPlus Design. Original music composed by Max Keisling, archival podcast material edited and produced by Brian Keisling.

Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.


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