Director, Middle Market Specialty Finance KeyBank Arvada, CO, United States
When seeking financing for an ESOP transaction, the presentations provided to lenders are critical to both the success of the transaction and the ESOP's long-term success. This session is a dialogue between a financial advisor and a bank about what makes a successful launch for both the business and the bank receiving the transaction, including strategies for success and potential pitfalls.
Learning Objectives:
Understand the steps for securing external financing for an ESOP transaction
Learn strategies for a successful ESOP financing process
Understand key decision points for selecting an ESOP lender
