EPI Cincinnati Chapter | JAN 2023
Exit Planning Institute

EPI Cincinnati Chapter | JAN 2023

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Who is an ESOP right for?

High-level, what is an ESOP, and how does it work (both on the transaction, and post-closing – what the trustee’s involvement looks like)? Majority vs. minority ESOPs – and why someone might think about each? And, who are members of the team (and roles) needed to complete a successful sale to an ESOP transition?