The ESOP Podcast: Stock Appreciation Rights with Jenn Krieger

On this episode of The ESOP Podcast, 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.

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