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 and exit strategies.
7:30 a.m. – Registration & Breakfast
8:00 - 9:30 a.m. – Panel Discussion
9:30 - 10:00 a.m. – Questions & Wrap Up
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
Michael Poirier, Assurance Office Managing Partner, BDO
Andy O’Neill, Director, Prairie Capital Advisors
David Sweet, David Clark Company
363 Plantation Street