CLEVELAND, OH, August 16, 2019 – Avery M. Chenin of SES ESOP Strategies spoke at the 3rd Annual Thoroughbred ESOP Conference hosted by the Ohio/Kentucky Chapter of The ESOP Association on August 8, 2019, in Lexington, KY.
Mr. Chenin co-presented “Interaction of the Trustee and the Valuation Firm” with Stephen C. James, Principal Owner, SCJ Consulting Services, LLC, and Matthew Silla, senior manager in the business valuation and litigation consulting group at Apple Growth Partners. The presenters discussed the roles, responsibilities and interaction that occurs between the company, trustee and valuation firm throughout the course of an annual valuation as well as how it may differ from a transaction.
For more than 25 years, Mr. Chenin has counseled businesses and their owners on how to incorporate employee ownership into their business succession plans. He represents closely held businesses and their selling shareholders, ESOP sponsors and ESOP fiduciaries in transactions involving employer securities.
Mr. Chenin works with companies and their owners in the planning, development, implementation and ongoing maintenance of ESOPs. He also helps clients with IRS and Department of Labor examinations and audits, and in the resolution of plan defects, including the submission of plan corrections under both the IRS and Department of Labor correction programs.
In addition, Mr. Chenin assists companies with executive compensation, welfare plan and employee benefit plan issues that are a part of these and other transactions.
He holds a J.D. and a B.S. in Accounting from Case Western Reserve University.
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Avery M. Chenin