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The ESOP Podcast at the NCEO Conference with Nick Sypniewski

May 28, 2019 by ComStock Advisors

A Deep Dive on ESOP Valuation

In this episode, Nick Sypniewski has a comprehensive talk with The ESOP Podcast about ESOP Valuations at the NCEO 2019 Employee Ownership Conference in Pittsburgh, PA.

Nick Sypniewski is Managing Director at ComStock Advisors’ Cincinnati office and Accredited Senior Appraiser (ASA) of the American Society of Appraisers. He has 25 years of experience in valuation, finance, and banking. has completed valuations for ESOPs, estate taxes, estate planning, gifting, mergers, acquisitions, sales, lending, litigation support, and marital dissolution. In addition to appraising businesses, he has appraised intellectual property including patents and trademarks. His consulting experience on behalf of ESOPs includes feasibility studies, implementation of ESOPs, purchases of large blocks of stock, annual updates, sales of ESOP companies, and acquisitions of companies by ESOP companies.

Filed Under: Podcasts, Uncategorized Tagged With: Business Valuation, ESOPS, Financial Advising, NCEO, Podcast

Guest on Simply Money Radio Show

March 1, 2019 by ComStock Advisors

On Monday, Lori Wilhelmy was featured as a guest on Cincinnati’s WKRC’s talk radio show Simply Money. Simply Money Advisors offer financial advisory services, including financial planning and portfolio management. Lori’s discussion with hosts Nathan Backrach and Amy Wagner focused on how the market affects the value of privately owned companies.

Listen to Lori’s excerpt here or the full show on iHeart Radio’s website.

Filed Under: Uncategorized

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