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?
- 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 leading expert William Wersel, First Financial Commercial Banking Team Lead.Meet the Presenter
Thank you to our Sponsors!
This event will be held at The Kenwood Towers.
Address: 8044 Montgomery Road, Cincinnati, OH 45236.