It's Time for the National Center for Employee Ownership (NCEO) 2016 Annual Conference

Wednesday, April 06, 2016


Avenue M Advisors will be attending the upcoming NCEO Conference at the Minneapolis Convention Center in Minneapolis, MN on April 12 – 14, 2016. This year’s conference is a sell out with over 1,600 people planning to attend the conference.

If you are a business owner seeking an exit out of your business an ESOP (Employee Stock Ownership Plan) may be a viable option. The NCEO Conference is focused on sessions educating attendees on the basics of an ESOP and whether an ESOP is a viable option as an exit strategy. Additionally, the conference provides advanced education for ESOP companies on legal issues related to ESOPs, valuation issues, compensation and benefits, governance issues and communications and culture.

Avenue M provides consulting services assisting business owners to analyze available exit strategies and determine which exit option is most viable for the company.

We also work with the Trustee of the ESOP Plan within the sponsoring company to successfully comply with the mandated annual valuation requirements.  Our valuation reports have been reviewed by the DOL and withheld scrutiny in DOL Audits.

Avenue M is a member of NCEO and the ESOP Association and performs business valuations that comply with USPAP and NACVA standards as well as ERISA, DOL and IRS regulations.

Please contact us if you would like to learn more about whether an ESOP is a viable exit strategy option for your company or if you are seeking a valuation for a new ESOP plan or for an existing ESOP plan. Our team of consultants and analysts are here to assist you with reviewing your ESOP valuation requirements and formulating the best exit strategy for your business.