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

Presenters:

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.