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223: Stock Appreciation Rights with Jenn Krieger



Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from other forms of compensation.


In addition to SARs, Jenn gives a contrasting overview of warrants, options, and phantom stock, and considerations for the trustee and valuation advisory in accounting for the SARs both in transactional and ongoing annual valuations. Jenn Krieger has appeared a number of times on past episodes of the podcast, including:


 

Episode 223 Show Notes

About Jenn Kreiger

Jennifer Kreiger

For almost a decade, Jennifer Krieger, CVA, has provided financial reporting, analysis and valuation


for clients in a wide range of industries. She is a Certified Valuation Analyst (CVA) with experience valuing businesses for employee stock ownership plans (ESOPs), financial reporting compliance, tax compliance, mergers and acquisitions including fairness opinions, entity dissolution and litigation. Jennifer earned both master’s and bachelor’s degrees in finance from St. Thomas University, Houston, Texas. She is proud to be the Co-Chair of the Texas Center for Employee Ownership and a member of the National Association of Certified Valuators and Analysts, the National Employee Ownership Center, the ESOP Association and the Association for Corporate Growth.


About Weaver


Weaver

At its core, Weaver is a Texas-based, national accounting firm with comprehensive capabilities. That means they do the things you’d expect them to do: traditional assurance and tax services. However, Weaver’s philosophy has always been about doing more than expected. That’s why Weaver also provides a wide array of advisory services including risk advisory, transaction advisory, IT advisory, energy compliance services, forensics and litigation, financial institutions consulting and public company services.


That’s what they do. But just as important is how they do it. Insight is at the heart of their approach. They start by making it their mission to understand their clients’ industries inside and out, with a special focus on oil and gas, financial services, manufacturing and government. It doesn’t end there; they get to know their clients’ business goals and challenges, what they want to achieve and what’s standing in the way.


Weaver's industry-focused, client-centric approach has paid off for their clients – and garnered the firm national recognition.


 
Bret Keisling, Passionate Advocat for Employee Ownership

We'd love to hear from you! To contact us, find us on Facebook at EO Podcast Network and on Twitter @ESOPPodcast. To reach Bret, with one "T", email Bret@KEISOP.com, on LinkedIn at Bret Keisling, and most actively on Twitter at @EO_Bret. This podcast has been produced by Bret Keisling for the EO Podcast Network, original music composed by Max Keisling, branding and marketing by BitsyPlus Design.


Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.

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