Due diligence is key within an ESOP transaction or annual valuation process. Knowing the essentials of ESOP due diligence will help with a seamless project execution, minimize risks and assist in informed decision-making. Join Nick Dolan and Christopher Silvetti as they share key topics such as:
- Steps to organize and streamline ESOP due diligence
- Tools for evaluating financial and operational metrics
- Identifying and addressing potential compliance issues
The Team