Who is an ESOP right for?
High-level, what is an ESOP, and how does it work (both on the transaction, and post-closing – what the trustee’s involvement looks like)? Majority vs. minority ESOPs – and why someone might think about each? And, who are members of the team (and roles) needed to complete a successful sale to an ESOP transition?
Learning Objectives
- Understand what an ESOP is and how they work
- Distinguish majority vs. minority ESOPs
- Who needs to be involved to successfully transition to an ESOP
Meet the Presenter:
Learn from a panel of industry experts, David Whaley, Corporate Attorney at Thompson Hine, LLP, Tim Jamison, Director at Prairie Capital Advisors, and Alan Carlyle, Managing Director at First Financial Bank, hosted by Karina Horton, CFP, CEPA, Director of Succession & Exit Planning at Yellow Cardinal Advisory Services.
Meet the PresentersThank you to our Sponsors!
 |  |  |
 |  |  |
This event will be held at The Kenwood Towers.
Address: 8044 Montgomery Road, Cincinnati, OH 45236.
