Growing businesses have many opportunities to deploy capital for project financing, such as for acquisitions or strategic expansion. However, mature ESOP companies have additional capital considerations. These include managing sustainability, impact on valuation, and repurchase obligations. In this workshop, we will discuss financing strategies and various scenarios mature ESOP companies may find themselves in, as well as the processes required to implement strategic plans.
Learning Objectives:
Identify the steps that go into financing expansion plans.
List the parties involved in raising capital for growth
Understand the impacts to ESOP sustainability
Ann M. Caresani, Attorney
Partner BakerHostetler Cleveland, OH
Tom DeSimone, CPA
Director Prairie Capital Advisors, Inc. Oakbrook Terrace, IL