Tuesday, October 24, 2017 from 8:00 AM to 10:00 AM EDT
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Seasons 52 
160 North Gulph Road
King of Prussia, PA 19046

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Archer & Greiner P.C. 
Archer & Greiner P.C. 

Introduction to ESOPs 

There are several paths you can take to transition the ownership of your business. Join us for a complimentary breakfast and educational panel discussion about ESOPs with experts in financial structures, legal and exit strategies.

Our panel will discuss:
  • Ownership transition: Choosing an ESOP as your strategy
  • How do ESOP transactions work?
  • Understanding how a fractional ESOP can be a solution with non-ESOP shareholders
  • How do ESOPs operate once the transaction is complete?
  • Communicating ESOP issues to employee owners in an understandable way
  • ESOPs and ESOP "myths" in the real world


Introductory Remarks - Kevin McPhillips, Executive Director, PCEO
Mark R. Kossow, Partner, Archer & Greiner P.C.
Richard A. Heeter, Principal & Managing Director, Capital Trustees
Andy O'Neill, Director, Prairie Capital Advisors

Breakfast will be provided.