Adrian Loud had the pleasure of discussing buy-side valuation on ESOP transactions as a guest on “The Journey to an ESOP” podcast with Phillip Hayes (#TheESOPGuy). In Episode 3, Adrian and Phillip discuss the role 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.
Watch or listen to the full podcast below or visit the Journey to an ESOP website.