How to Navigate a Second-Stage ESOP Transaction

Tuesday, April 30, 2024

4:00 PM - 5:00 PM ET

Location: 120 - 121

Earn 1 CE Hour

CE Type: CPE

You've made great progress; now it's time to complete the journey. Join us in this session to hear a real-life success story about how a company fully transitioned to being 100% ESOP-owned. Learn from their experiences, challenges, and strategies that led them to this significant achievement. This is your chance to gain insights and inspiration for your own path to becoming a fully ESOP-owned firm. Don't miss out on this opportunity to learn from those who have successfully navigated this journey.

Learning Objectives:

Determine what issues need to be addressed when going from being a minority ESOP to a 100% ESOP-owned firm.
Know what parties need to be consulted on various issues associated with becoming a 100% ESOP-owned firm.
Understand the roles of the various professionals involved in managing a second-stage ESOP transaction.

David B. Solomon (he/him/his)
Partner
Levenfeld Pearlstein, LLC
Chicago, Illinois
Brady Finny
Atlantic Management
Frank Ricciardi, PE, LSP
CEO
Weston and Sampson
Kim Plourde
Weston & Sampson