Quarterbacking an ESOP Transaction 2023

|12:00 PM to 1:00 PM CDT

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 Michael McGinley and Joseph Labetti address the following:

  1. Understanding the ESOP Transaction Process
  2. Which Parties are Involved and When?
  3. What to consider in deciding to move forward with the transaction
  4. Best Practices and Potential Pitfalls

If you would like a copy of this presentation please contact us here.

Recording

The Team

Meet the Presenters

Michael McGinleyASA, CVA

Managing Director

Joseph Labetti

Senior Associate

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