South Park Advisors, 3623 Latrobe Drive , Suite 209, Charlotte, NC (2026)

05/06/2026

South Park Advisors is pleased to share that Rob Hilton will be speaking at The ESOP Association’s National Conference 2026, the premier national event for the employee ownership community. Rob will present ESOP Valuation in Uncertain Times as part of the ESOP Fundamentals Track. The session will address how today’s economic environment is influencing ESOP valuation practices, including the ways heightened uncertainty can alter valuation assumptions, expand diligence requirements, and introduce new analytical considerations.

Attendees will gain insight into recent macroeconomic uncertainties, how those factors may affect ESOP valuations, and the types of questions fiduciaries and advisors should anticipate as part of a well supported valuation process. The session will be especially relevant for ESOP trustees, company leadership, and professional advisors navigating a complex and evolving landscape.

Rob brings more than 25 years of valuation experience working with private and public companies across a wide range of industries and transaction types. His practice includes extensive work with ESOPs, business succession planning, estate and gift tax reporting, recapitalizations, stock based compensation, and other complex valuation matters. South Park Advisors is proud to have Rob contribute his perspective and expertise to this important dialogue within the ESOP community.

05/05/2026

South Park Advisors is pleased to sponsor the Charlotte Estate Planning Council’s Emerging Leaders discussion, “Referrals Without Asking? Yes Please!” taking place on Tuesday, May 12, 2026, from 5:00 to 7:00 PM at Legion Brewery SouthPark. The program will feature Stacey Brown Randall of Building a Referable Business™, who will share a practical, research-backed perspective on building consistent referrals without asking or relying on incentives.

CEPC’s Emerging Leaders group supports estate planning professionals who are focused on accelerating career growth, developing leadership skills, and building meaningful connections within the Charlotte estate planning community. Established practitioners are encouraged to attend and bring an Emerging Leader, reinforcing mentorship and long-term continuity within the profession.

South Park Advisors is proud to support thoughtful, education-driven programs that emphasize sustainable business development, professional growth, and relationship building across our local estate planning community.

04/29/2026

South Park Advisors is pleased to sponsor the Charlotte Estate Planning Council’s Emerging Leaders Summer Family Social, which will take place on May 3, 2026, from 2:00 PM to 4:00 PM at NoDa Brewing Company North End, Taproom Pavilion. This members only, family friendly event offers CEPC members and their families an opportunity to connect in an informal setting at the start of the summer season.

The event is hosted by CEPC’s Emerging Leaders group, which supports estate planning professionals focused on career growth, leadership development, and long term engagement within the profession. Established leaders are encouraged to attend and to bring an Emerging Leader, reinforcing mentorship, collaboration, and continuity within the CEPC community.

South Park Advisors regularly supports organizations and initiatives that emphasize professional development, relationship building, and community involvement. Sponsoring the Emerging Leaders Summer Family Social reflects the firm’s continued commitment to the Charlotte estate planning community and to supporting the next generation of industry leaders.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

https://southparkval.com/south-park-advisors-to-sponsor-the-charlotte-estate-planning-council-emerging-leaders-summer-family-social/

04/24/2026

South Park Advisors is pleased to sponsor the North Carolina Bar Association CLE program Organized Chaos: Emerging Areas in Divorce, which will be held May 1 to May 2, 2026, in Asheville, North Carolina. This in person Family Law Section program is designed to help practitioners manage the expanding and increasingly complex range of legal, tax, and ethical issues that arise in divorce and family law matters.

The program agenda closely aligns with issues that frequently intersect with business valuation and financial analysis in family law cases. Sessions will address recent developments in North Carolina family law case law, tax considerations affecting equitable distribution, revisions to statutory frameworks, and ongoing ethical obligations. Additional discussions will focus on nuanced financial and tax issues, discovery challenges, and other considerations that may arise less frequently but can have a meaningful impact on case outcomes.

South Park Advisors regularly supports attorneys in matters involving closely held businesses, professional practices, and other complex marital assets. Sponsoring this program reflects our commitment to remaining engaged with the family law community and to maintaining a strong understanding of the legal and financial considerations that inform effective advocacy in high stakes domestic matters. We look forward to connecting with fellow attendees in Asheville and engaging in thoughtful discussions throughout the program.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

04/23/2026

South Park Advisors is pleased to announce that Rob Hilton has once again been selected to serve on the ESOP Association’s Advisory Committee on Valuation for 2026. Rob was one of only 30 professionals nationwide chosen to serve on this committee, which plays a key role in ensuring the ESOP community has access to current, well developed information, education, and technical resources related to valuation matters.

Members of the Advisory Committee contribute to the development of guidance and thought leadership that appears in the ESOP Association’s publications, webinars, and educational events. Committee members also provide practical insight on emerging valuation issues affecting employee stock ownership plans.

Rob has more than 25 years of experience providing valuation services to private and public companies ranging in size from less than $1 million to $1 billion in sales. His diverse portfolio of valuation services includes employee stock ownership plans (ESOPs), business succession planning, estate & gift tax reporting, buy/sell agreements, recapitalizations, stock option plans, and charitable foundation reporting. Additionally, Rob has extensive experience analyzing covenants not to compete and other restrictive covenants.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

04/17/2026

South Park Advisors is pleased to sponsor the Estate Planning and Wealth Management Forum, the premier estate planning conference of the Carolinas! Hosted by Queens University of Charlotte, this one-day event brings together top professionals for insightful discussions, networking opportunities, and expert-led sessions.

Join us on Thursday, April 30, at the Sarah Belk Gambrell Center for the Arts and Civic Engagement to connect, learn, and advance the future of estate planning. Stop by our booth and let’s discuss how we can support your wealth management and estate planning goals.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

10/31/2025

South Park Advisors is pleased to share that Rob Hilton will be a featured speaker at The ESOP Association’s 2025 Employee Owned Conference, taking place November 2–5 at the Aria Resort & Casino in Las Vegas, Nevada. This annual event is the largest gathering of ESOP professionals in the country, drawing more than 2,000 employee-owners, thought leaders, and industry experts.

Rob’s session, titled ESOP Valuation in Uncertain Times, will be held on Tuesday, November 4 from 2:15 PM to 3:15 PM PT. He will begin with a brief overview of the ESOP valuation process, followed by a discussion of current economic uncertainties and how they may influence different aspects of valuation. The session will conclude with insights into how these changes could affect final value conclusions.

Attendees will gain a deeper understanding of recent economic shifts, explore how these developments may impact ESOP valuations, and learn how to prepare for diligence questions that arise in today’s evolving environment.

We’re proud to support Rob’s contribution to this important conversation and look forward to connecting with the ESOP community in Las Vegas.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

https://southparkval.com/rob-hilton-to-speak-at-the-esop-associations-2025-employee-owned-conference/

10/10/2025

South Park Advisors is proud to sponsor the upcoming 7th and 8th District Happy Hour hosted by the Trusts & Estates Law Section of the New York State Bar Association. The event will take place on Wednesday, October 16 from 5:00 PM to 7:00 PM at the Buffalo Club in Buffalo, NY.

This event offers a valuable opportunity for Surrogates, trusts and estates practitioners, and legal professionals to connect, share ideas, and build relationships at one of Buffalo’s most historic venues.

We are pleased to support the New York State Bar Association in its commitment to fostering professional development and strengthening the estate planning community.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

https://southparkval.com/south-park-to-sponsor-the-new-york-state-bar-association-trust-estates-law-sections-7th-and-8th-district-happy-hour/

10/07/2025

South Park Advisors is proud to share that our valuation work was recently affirmed in a high-profile equitable distribution arbitration involving a marital estate valued at $86.5 million.

“The Arbitrator finds and concludes that South Park’s valuations of the three operating companies are more accurate and reliable. In addition, South Park’s approach to active/passive appreciation is reasonable, reliable and accurate.”

Our team was engaged to value three closely held operating companies and to analyze the nature of appreciation between the date of separation and the date of distribution. The Arbitrator adopted our valuations and methodology in full citing our:

• Deep Experience in valuing closely held businesses.
• Credible and well-supported fair market value conclusions.
• Reliable analysis of active vs passive appreciation using accepted valuation standards

We’re honored to have played a role in helping the parties and the Arbitrator reach a fair and equitable resolution.

05/09/2025

South Park Advisors is pleased to announce that Rob Hilton will be speaking at The ESOP Association’s National Conference. For more than 50 years the National Conference has been the only advocacy- focused event for the employee ownership community. The National Conference attracts employee owners from all levels, top association volunteer leaders from across the nation, and expert professionals ready to share their experiences.

On May 16, Rob will present Communicating ESOP Company Valuation & Values, a session designed for HR staff, CFOs, CEOs, and employee owners. He’ll share strategies for effectively communicating valuation concepts, helping employees understand their financial future and the factors influencing ownership value. Rob will also explore how company core values shape employee behavior, fostering engagement and driving business success.

Rob has more than 25 years of experience providing valuation services to private and public companies ranging in size from less than $1 million to $1 billion in sales. His diverse portfolio of valuation services includes employee stock ownership plans (ESOPs), business succession planning, estate & gift tax reporting, buy/sell agreements, recapitalizations, stock option plans, and charitable foundation reporting. Additionally, Rob has extensive experience analyzing covenants not to compete and other restrictive covenants.

About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.

https://southparkval.com/rob-hilton-to-speak-at-the-esop-associations-national-conference-2025/

South Park Advisors

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