Isaiah Aguilar is a Director in the Valuation Advisory group. His concentration is in ESOP and ERISA advisory services. He has more than 10 years of experience in the valuation of business interests in both private and public corporations.

Isaiah has particularly strong experience in the valuation of ownership interests held by Employee Stock Ownership Plans (ESOPs), and has performed analyses related to the determination of transaction fairness and adequate consideration, solvency opinions, repurchase obligation studies, and annual employer security valuation updates. Isaiah has also presented at professional conferences and seminars on a variety of ESOP related topics.

Select Presentations and Speeches

  • The ESOP Association Las Vegas Conference and Trade Show November 2017

    Designing Executive Benefits in ESOP Companies
  • The National Center for Employee Ownership Conference April 2017

    Repurchase Obligations: Valuation and Financing Issues
  • The ESOP Association’s Southwest Chapter Spring Conference March 2017

    Providing Relevant and Meaningful Information for Your Valuation
  • The ESOP Association’s Mid-Atlantic Chapter Spring Conference March 2017

    The Impact of Repurchase Obligations on ESOP Stock Value
  • The ESOP Association’s Las Vegas Conference November 2016

    Mature ESOP Administration Issues
  • The ESOP Association’s Multi-State ESOP Conference September 2016

    Repurchase Obligations: Valuation and Financing Issues
  • The ESOP Association’s Multi-State ESOP Conference September 2015

    Strategic Alternatives for Partially Owned ESOP Companies
  • National Center for Employee Ownership Webinar Series May 2015

    Second-Stage ESOP Transactions: Financial and Administrative Issues
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