ESOP transactions can be complex and challenging to navigate alone. Appointing a “Quarterback” to lead the process brings clarity to the process while settings clear expectations. This role also increases the likelihood of a successful outcome. In this webinar, we will outline the ESOP transaction process, explain the ideal timing and identify the key decision points. The session will also highlight best practices and potential pitfalls to avoid.
LEARNING OBJECTIVES
- 1. Understand the ESOP transaction process
- 2. Learn which advisors will be included in the transaction
- 3. Walk away knowing best practices and knowing what pitfalls to avoid.
The Team
Meet the Presenters
Harsh Patel
Vice President
