The ESOP transaction process can sometimes be overwhelming and difficult to manage. Selecting a “Quarterback” to be responsible for setting expectations and managing the transaction process is a very effective way to save time and help ensure a successful outcome.
Join us on our upcoming webinar as Dick Shuma and Tom DeSimone address the following:
- Understanding the ESOP Transaction Process
- Which Parties are Involved and When?
- What to consider in deciding to move forward with the transaction
- Best Practices and Potential Pitfalls
To request a copy of this presentation, please contact us at communications@prairiecap.com.
The Team
Meet the Presenters

Richard Shuma
Managing Director