Quarterbacking an ESOP Transaction

|12:00 - 1:00 p.m. CDT

Navigating the ESOP transaction process can often feel overwhelming and challenging to manage. Appointing a “Quarterback” to oversee the process and set clear expectations can be a highly effective strategy. This approach not only streamlines the transaction but also increases a successful outcome.

Join us on our upcoming webinar as Tom DeSimone & Harsh Patel address the following: 

  1. Understanding the ESOP transaction process
  2. When to get started
  3. Who is involved and when?
  4. Decision-making during the transaction
  5. Best practices and potential pitfalls
The Team

Meet the Presenters

Tom DeSimoneCPA

Managing Director

Harsh Patel

Vice President

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