NCEO Webinar: Working With an ESOP Quarterback

Some may think that ESOP transactions are inherently complicated. However, an experienced project manager for an ESOP transaction — an ESOP “quarterback” — can help make sure that the transaction stays on schedule, the costs are contained, and the final ESOP design is the best fit for the company.

In our recent webinar discussion in partnership with the National Center for Employee Ownership (NCEO), KSM’s Mark Flinchum and Andy Manchir discussed feasibility studies and the ESOP transaction process, and provided attendees with tools to assemble the right ESOP team.

The session:

• Examined the factors to consider when completing an ESOP feasibility study
• Explained the ESOP transaction process
• Reviewed the characteristics of a well-planned ESOP formation