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

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Communicating Valuation: Tools, Tips, and Examples
(Concurrent Sessions 11)

Wednesday, September 18 :: 2:25–3:10
ESOP companies should use the valuation as an opportunity to show how ownership works and what it means. This session will help you learn how to do that well.

Presenter

Will Rodriguez

presenter photo

Vision Point Capital, Inc.

Will is the founder and chief executive officer of Vision Point Capital. Vision Point Capital is a professional service firm that is focused on advising business owners throughout the lifecycles of their business, helping them reach their dreams and preserve their legacy. Every year, Vision Point Capital helps companies nationwide with their ESOP needs including initial transactions, annual valuation updates, ESOP feasibility, DOL audits representation, and fairness opinions. Furthermore, VPC team members are active in sponsoring and speaking at the National Center for Employee Ownership and the ESOP Association conferences.
Fall ESOP Forum