This episode - Adrian Loud - ESOP Buy-Side valuator and I talk through the role of the process that a financial advisor to the ESOP trustee plays in the process of valuing the business specifically for the transaction as well as their role in other aspects of the transaction. What is helpful is to better understand what they are thinking, how they go about their process as the sell-side estimates the value that will come from negotiations. Adrian also shares some case study areas that you should be aware of as you continue your journey to an ESOP.
Journey to an ESOP & Beyond