ESOP’s – Everything You Need to Know

ROCKY MOUNTAIN VIRTUAL CHAPTER EVENT

ESOP's - Everything You Need to Know


Our panel of experts will explore Employee Stock Ownership Plans (ESOP).  We will discuss the mechanics of how they work, the pro’s and con’s of considering an ESOP as an exit strategy, and highlight some of the key advisors that are relevant in a transaction.

 

Learning Objectives:

  • To understand the basic mechanics of how an ESOP works
  • To understand company profiles that may make sense for an ESOP
  • To understand pro’s and con’s of using an ESOP as your exit strategy

 

Meet the Presenters:

Learn from industry experts Kenneth Wanko, Managing Director, SES ESOP Strategies, Edward Renenger, President & CEO, SES ESOP Strategies, and Parrish Boren, President/CEO, Marx|Okubo.

Moderated by Shina Culberson, President, Quist Valuation.

 

Meet the Presenters

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Rocky Mountain 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.EPIRockyMountain.org.

About the Presenters


Kenneth Wanko

Kenneth Wanko

Managing Director,
SES ESOP Strategies

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Edward Renenger

Edward Renenger

President & CEO,
SES ESOP Strategies

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Parrish Boren

Parrish Boren

President/CEO,
Marx|Okubo

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Shina Culberson

Shina Culberson

President,
Quist Valuation

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