Wednesday October 1, 2014 from 7:30 AM to 10:00 AM EDT
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Bay Colony Park 
950 Winter Street
Center Entrance (bottom floor)
Waltham, MA 02415

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Wendy Gugora 
Prairie Capital Advisors, Inc. 

Seminar: Is an ESOP Right for You?

Wednesday, October 1, 2014 7:30 - 10:00 a.m.

Owners of privately-held businesses often struggle with understanding ways to transition all or part of their business. Learn whether an ESOP may be an attractive option to consider. Join us for an educational panel discussion around some of the basics of an ESOP; cost, structure, accounting, financial and legal. Also, get an inside perspective from a recently formed ESOP owned company.

7:30 - 8:00 a.m. - Welcome Breakfast & Registration

8:00 - 10:00 a.m. - Panel Discussion  

This presentation will discuss:

  • Preparing for an ownership transition.
  • How do ESOP transactions work?
  • Why an ESOP should be considered as your transition strategy.


  • Tabitha Croscut, Esq., Steiker, Fischer, Edwards & Greenapple, P.C.
  • Michael J. McGinley, Prairie Capital Advisors, Inc.
  • Michael J. Poirier, CPA, Feeley & Driscoll, P.C. 
  • William Brett, President, Barclay Water Management

Think Forward