Making the Most of Your Valuation Diligence Meeting
Monday, April 29, 2024
1:00 PM – 2:00 PM ET
Location: 111
Earn 1 CE Hour
CE Type: CLE, CPE
1) Introduction to ESOP Diligence Meetings: Understanding the purpose. 2) Purpose of Diligence Meetings: Defining key objectives and goals. 3) Best Practices for Planning and Preparation: Exploring effective strategies for planning. 4) Preparing Attendees: Emphasizing the significance of preparing information and participants. 5) Planning and Timeline Considerations: Addressing the timeline for planning. 6) Anticipated Questions and Responses: Strategies for anticipating and preparing for questions. 7) Insights from Trustee and Valuation Professional: Hearing perspectives on expectations. 8) Areas to Cover Proactively: Discuss essential areas to cover even if not asked. 9) Improving the Diligence Process: Collaborative discussion on enhancing the process.
Learning Objectives:
Determine the best practices for planning and preparation, ensuring a comprehensive approach that includes preparing all relevant stakeholders and addressing both expected and unexpected aspects of the diligence process.
Tailor diligence approaches based on the unique dynamics of each meeting.
Develop strategies to adapt to varying levels of detail required for financial discussions.
Effectively convey financial details, respond to anticipated questions, and collaborate with various stakeholders to optimize the overall diligence process.
Hillary L. Hughes, CFA (she/her/hers)
Director Prairie Capital Advisors, Inc. Cedar Rapids, IA