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FAEGRE DRINKER BIDDLE & REATH LLP: ESOP Valuations in COVID-19 Environment and Issues Pertaining to Interim Valuations

SOUTHERN CALIFORNIA RECORD

Tuesday, November 26, 2024

FAEGRE DRINKER BIDDLE & REATH LLP: ESOP Valuations in COVID-19 Environment and Issues Pertaining to Interim Valuations

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Faegre Drinker Biddle & Reath LLP recently issued the following announcement.

Los Angeles partner Jeremy Pelphrey will join Miguel Paredes of Prudent Fiduciary Services and Patrice Radogna of Marcum LLP during a webinar titled, “ESOP Valuations in COVID-19 Environment and Issues Pertaining to Interim Valuations,” on Friday, April 23, 2020, 9:00-10:00 a.m. PDT.

The panelists will review the following topics:

  • December 31, 2019, annual valuation process
  • Interim valuation – do I need this and what are the factors to consider?
  • Process, governance and documents
  • Who makes the decision to obtain an interim valuation?
  • Internal trustees’ role in making a determination for an interim valuation
  • Valuation
    • Major drivers of value and what COVID-19 factors can/cannot be considered
    • How the date of the valuation impacts value
    • How the market has affected the multiples used in the valuation of a private company
    • How you might adjust a company’s cash flow for this type of uncertainty
  • Communication to participants: uncertain times and uncertain valuations
Date: April 23, 2020

Original source can be found here.

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