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文章
Strategic Alternatives for Partially-Owned ESOP Companies
Andy Ward 在为各种目的提供评估和财务咨询服务方面拥有 20 多年的经验，并且在为广泛的行业进行分析方面拥有丰富的经验。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、财务顾问和诉讼咨询业务。
选择出版物
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The ESOP Association’s ESOP Report February 2010
The Impact of Public Stock Market Volatility on Private ESOP Company Valuations
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Willamette Management Associates ‘Insights’ September 2004
A Second Fairness Opinion Can Bring Independence to M&A Decision Making
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Willamette Management Associates ‘Insights’ March 2003
Taxpayer-Friendly Letter Ruling Describes Estate Planning Strategy for Control Owners of ESOP Corporations
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Willamette Management Associates ‘Insights,’ Special Issue January 2002
Minimizing Audit Concerns Regarding Purchase Price Allocations to Player Contracts
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Willamette Management Associates ‘Insights’ January 2001
ESOP Fairness Opinions
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Robert F. Reilly, Robert P. Schweihs, Contributing author: Andrew Ward (New York: McGraw-Hill)
Valuing Small Businesses and Professional Practices
选择演示文稿和演讲
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The ESOP Association Annual Conference May 2017
Current Financing Market
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The ESOP Association's Annual Conference May 2017
ESOP Transaction Financing Issues and Market Update
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The ESOP Association’s Las Vegas Conference & Trade Show November 2016
Strategic Alternatives for Partially-Owned ESOP Companies
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The ESOP Association’s Annual Conference May 2016
ESOP Transaction Financing Issues and Market Update
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The ESOP Association’s Las Vegas Conference & Trade Show November 2015
Evaluating Offers and Selling an ESOP Company
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The ESOP Association’s Las Vegas Conference & Trade Show November 2014
Strategic Alternatives for Partial ESOP Companies
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The ESOP Association’s Las Vegas Conference & Trade Show November 2013
Use and Valuation of Synthetic Equity
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The ESOP Association’s Annual Conference May 2013
Seller Financing in ESOP Transactions
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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
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The ESOP Association’s Tri-States Chapter Conference May 2012
Trends in Executive Compensation for ESOP Companies
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The ESOP Association’s Annual Conference May 2012
Basic Valuation and Introduction to Repurchase Obligation
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The National Center for Employee Ownership Conference April 2012
Executive Benefits In An ESOP Company
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The ESOP Association’s Las Vegas Technical Conference and Trade Show November 2011
Impact of Repurchase Obligation on Valuation
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The National Center for Employee Ownership (NCEO) Webinar May 2011
Handling the Repurchase Obligation-How Repurchase Affects Valuation
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The ESOP Association’s Annual Conference May 2011
Advanced Valuation Issues
业务领域
重点行业
教育
德葩大学经济与管理学学士
McDermond 管理与创业管理中心会员
专业会员
雇佣持股计划 (ESOP) 协会 – 估值咨询委员会前主席
雇佣持股计划 (ESOP) 协会 – 入选理事会
全国员工所有权中心 (NCEO)
芝加哥企业估值协会
社区参与
远景宪章高中 – 董事会