Selling an ESOP-owned company presents a unique set of challenges and considerations. The process differs from traditional business sales, with additional complexities tied to the ownership structure and the circumstances prompting the sale. In this session, Anthony Dolan will walk through the key elements of the ESOP sale process, including what constitutes a fair offer, the parties involved, and the distinct factors that must be addressed in an ESOP transaction. Special guest Scot Storjohann of GreatBanc will provide valuable insights from the perspective of the external trustee, offering a deeper understanding of their role and responsibilities in the process.
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Recording
The Team
Meet the Presenters
