Seminar Worcester

Seminar: Exploring ESOPs: Is an Employee Stock Ownership Plan Right for My Company?


November 29

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

Presenters: 
Michael Poirier, Assurance Office Managing Partner, BDO
Andy O’Neill, Director, Prairie Capital Advisors
David Sweet, David Clark Company

Where:
Beechwood Hotel
363 Plantation Street
Worcester, MA

Middle - Market Focus

Middle - Market Focus

Prairie Capital Advisors is dedicated to serving the investment banking and financial advisory needs of middle - market business owners

Ownership Transition

Ownership Transition

A successful transition needs a well-thought- out strategy. We will help define, shape, and implement a plan that meets your short-term and long-term objectives

Corporate Growth

Corporate Growth

Build or buy? It could be both. Prairie Capital Advisor’s strong relationships with debt and equity capital sources will help you realize your corporate growth strategies

Business Sustainability

Business Sustainability

Sustainability requires strategies that grow the enterprise and minimize risks. Prairie advises companies on strategies that result in long-term shareholder value