Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Buying Out Owner in Stages
(Concurrent Sessions 10)

Wednesday, September 18 :: 1:30–2:15
Some ESOPs are done in a 100% single transaction, but more often they are done in stages, as this panel will discuss.


Donny Springer

presenter photo

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.
Fall ESOP Forum