2012 California/Western States Chapter Conference
October 3-5, 2012 Sheraton Wildhorse Pass Phoenix, AZ |
| Chris Kramer Speaking on Basic Valuation |
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Please join Chris Kramer of Strategic Equity Group ("SEG") as he leads you through the valuation process. The session will explore the basics of the process by which the value of ESOP shares is determined and how the independent appraisal, which is required by law, fits into both the ESOP transaction process and the annual participant updates.
Thursday, October 4, Session 3A - Basic Valuation, 1:45 pm - 2:45 pm  Chris is a Managing Director of Strategic Equity Group, a boutique investment banking and valuation advisory firm with offices in Los Angeles and Orange County. In this capacity, Chris provides merger and acquisition advisory services to middle market companies, and oversees the firm's valuation advisory practice. The firm currently provides annual valuation services to over 40 ESOP companies. A Chartered Financial Analyst and accredited senior appraiser, Mr. Kramer holds an undergraduate degree in Finance from California State University at Northridge and an MBA in Finance from the University of Southern California. He serves on the valuation advisory committee of the ESOP Association, and frequently addresses various groups of business owners and advisors on a wide variety of valuation and merger and acquisition topics. |
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Strategic Equity Group provides investment banking and valuation advisory services to closely-held, middle market, and "Fortune 500" companies. SEG provides the level of service you would expect from a boutique firm, and the experience and expertise usually only found in larger firms. We are a relationship-driven, results-oriented firm that specializes in the following areas:
ESOP Formation & Valuation Merger & Acquisition Advisory Financial Reporting & Tax Compliance Fairness & Financial Opinions Business Valuations ASC 805, 350, 718
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