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Insider ESOP Transactions: Unveiling the Fine Print

August 24, 2023 @ 11:00 am - 12:00 pm

Register for this webinar here.

ESOP transactions are usually described in very general terms, when often a specific detailed example is more helpful. This webinar will articulate the specific processes of an ESOP transaction.

This webinar explores:

• ESOP transaction journey: Understand the process from start to finish.
• Client analysis: Assess ESOP feasibility for a business.
• ESOP trustee team: Roles and responsibilities.
• Negotiating transaction terms: Key factors and strategies.
• Engaging employees as owners: Foster enthusiasm and commitment.

Details

Organizers

  • Ben Schultz
  • Andrew Holmes
  • Kelly Finnell