Cleveland-chapter

ESOPs

CINCINNATI CHAPTER EVENT

ESOPs


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 Presenters

Thank you to our Sponsors!

This event will be held at The Kenwood Towers.

Address: 8044 Montgomery Road, Cincinnati, OH 45236.

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Central Ohio Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPICincinnati.com

About the Presenters


 

David Whaley

David Whaley

Corporate Attorney at Thompson Hine LLP

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Tim Jamison

Tim Jamison

Director at Prairie
Capital Advisors

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Alan Carlyle

Alan Carlyle

Managing Director at First
Financial Bank

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Karina Horton, CFP, CEPA

Karina Horton, CFP, CEPA

Director of Succession & Exit Planning at Yellow Cardinal Advisory Services

View Bio