Executive Vice President GreatBanc Trust Company Lisle, Illinois, United States
A look into an ESOP transaction from all sides of the table, from the first pitch (exploration) to the bottom of the 9th inning (closing). This game may go into extra innings and span post-ESOP matters.
Learning Objectives:
Understand all items involved in installing an ESOP
Learn the players associated with an ESOP transaction
Discover the steps a company or owner will need to take during the transition
