Andy Ward 是估值咨询小组的董事总经理。他专注于雇员持股计划(ESOP)和雇员退休收入保障法案(ERISA)咨询服务。Andy 拥有超过 20 年为各种目的提供估值和财务咨询服务的经验,并在为多个行业提供分析方面具有丰富的经验。特别是,Andy 拥有丰富的雇员持股计划(ESOP)估值经验,并曾为众多受托人和公司提供与雇员持股计划 ESOP 交易相关的建议。

Andy 是雇员持股计划(ESOP)协会的董事会现任成员。此外,他也是雇员持股计划(ESOP)协会估值咨询委员会的前主席,并在其理事会任职两届。他经常在专业会议和研讨会上发言,并曾撰写有关估值和雇佣持股计划 (ESOP) 相关主题的文章。

在加入 Stout 之前,Andy 是一家全国性估值公司的高级助理,并在一家四大国际会计咨询公司专业咨询部担任顾问。在这些职位中,Andy 进行、监督并执行了大量的估值、财务咨询和诉讼咨询业务。

选择出版物

  • The ESOP Association’s ESOP Report February 2010

    The Impact of Public Stock Market Volatility on Private ESOP Company Valuations
  • Willamette Management Associates ‘Insights’ September 2004

    A Second Fairness Opinion Can Bring Independence to M&A Decision Making
  • Willamette Management Associates ‘Insights’ March 2003

    Taxpayer-Friendly Letter Ruling Describes Estate Planning Strategy for Control Owners of ESOP Corporations
  • Willamette Management Associates ‘Insights,’ Special Issue January 2002

    Minimizing Audit Concerns Regarding Purchase Price Allocations to Player Contracts
  • Willamette Management Associates ‘Insights’ January 2001

    ESOP Fairness Opinions
  • Robert F. Reilly, Robert P. Schweihs, Contributing author: Andrew Ward (New York: McGraw-Hill)

    Valuing Small Businesses and Professional Practices
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选择演示文稿和演讲

  • The ESOP Association Annual Conference May 2017

    Current Financing Market
  • The ESOP Association's Annual Conference May 2017

    ESOP Transaction Financing Issues and Market Update
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2016

    Strategic Alternatives for Partially-Owned ESOP Companies
  • The ESOP Association’s Annual Conference May 2016

    ESOP Transaction Financing Issues and Market Update
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2015

    Evaluating Offers and Selling an ESOP Company
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2014

    Strategic Alternatives for Partial ESOP Companies
  • The ESOP Association’s Las Vegas Conference & Trade Show November 2013

    Use and Valuation of Synthetic Equity
  • The ESOP Association’s Annual Conference May 2013

    Seller Financing in ESOP Transactions
  • The ESOP Association’s Las Vegas Technical Conference and Trade Show November 2012

    The Role of the ESOP Fiduciary When a 3rd Party Makes an Offer to Buy Your ESOP Company
  • The ESOP Association’s Tri-States Chapter Conference May 2012

    Trends in Executive Compensation for ESOP Companies
  • The ESOP Association’s Annual Conference May 2012

    Basic Valuation and Introduction to Repurchase Obligation
  • The National Center for Employee Ownership Conference April 2012

    Executive Benefits In An ESOP Company
  • The ESOP Association’s Las Vegas Technical Conference and Trade Show November 2011

    Impact of Repurchase Obligation on Valuation
  • The National Center for Employee Ownership (NCEO) Webinar May 2011

    Handling the Repurchase Obligation-How Repurchase Affects Valuation
  • The ESOP Association’s Annual Conference May 2011

    Advanced Valuation Issues
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