Planning a Successful ESOP Transaction
National Center for Employee Ownership 2020 Employee Ownership Conference
Tuesday, April 21, 2020
1:05 PM-2:05 PM CST
Please join us at the NCEO 2020 Employee Ownership Conference April 20 – 22, 2020 as we cover ESOPs: Beyond the Basics, Planning a Successful ESOP Transaction. Topics to include:
- Sell-Side Advisor
- Trustee Selection and the Request for Proposal (RFP)
- Trustee Due Diligence
- Negotiations
- Plan Design
- Financing
- Documentation
- Closing
- Post-Closing
For full event details, visit the conference website.
Other Speakers
Pete Prodoehl, Vice President – Consulting, Principal Financial Group; Stephen A. Martin, Senior Vice President, Argent Trust Company
Conference Agenda
Presentation Slides
Download a PDF of the presentation slides for "Planning a Successful ESOP Transaction"
