Malcolm R. Hartman
Willamette Management Associates

Malcolm R. (Mike) Hartman is a principal with Willamette Management Associates and directs the firm's national ESOP practice.

He is among the best known ESOP financial advisors in the country. For ESOP engagements, he provides services such as feasibility studies, post transaction cash flow analysis, transaction financing, adequate consideration opinions, and annual update valuations.

In recent years, Hartman has spent a great deal of time working with middle market companies on issues related to management and ownership transition. He has assisted clients evaluate alternatives for shareholder wealth diversification and transitions to the next generation of management. Assignments often include strategic planning with CEO's and boards of directors to develop long term business plans that will maximize value accumulation for shareholders and insure continued growth for the company.

In connection with his ESOP work, Mike assists client companies develop and implement equity based compensation programs for top management and other key employees. These programs are designed to insure that management's goals are aligned with those of the ESOP. Such programs include the use of stock options, synthetic equity, performance units and stock appreciation rights.

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