Some ESOPs are done in a 100% single transaction, but more often they are done in stages, as this panel will discuss.
Columbia Financial Advisors, Inc.
Donny is a principal and shareholder at Columbia Financial Advisors, Inc., specializing in ESOP valuation and financial advisory services and appraisals for estate and gift tax purposes. He is an accredited senior appraiser of the American Society of Appraisers, designated in business valuation. Donny is also a member of the ESOP Association's valuation advisory committee and membership chair of the Northwest Chapter of the ESOP Association. He is a frequent speaker on the subjects of ESOP appraisal and financial advisory issues.