There is much confusion in the industry surrounding who does what and when. This, in turn, exacerbates confusion for prospective ESOP companies. Should you hire an investment banker? Should you hire a quarterback? Can your attorney navigate you through a transaction? The answer is: it depends. This session will explore and explain the suite services, along with the pros and cons, that might help a company navigate an ESOP transaction. The discussion will also include process, scope, and fees.
Learning Objectives:
Understand the role of different professionals supporting a company throughout an ESOP transaction
Learn when it is appropriate and inappropriate to include an investment banker in the process of establishing an ESOP transaction
Identify the pros and cons and value proposition with respect to various processes and fees in establishing an ESOP transaction
.jpg "Mary S. Josephs, n/a (she/her/hers) photo")
