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

View here

Presentation Slides

Download a PDF of the presentation slides for "Planning a Successful ESOP Transaction"