ESOP

ESOP as an Exit Strategy: Pros, Cons & Best Practices

Since joining the ERISA Advisory Group and serving as part of the trustee team supporting ESOP transactions, I’ve had the privilege of witnessing remarkable business owners who genuinely care about their employees, their companies, and the legacies they’ve built. These leaders often share a sentiment we hear time and again: “I wish my attorney had

2025-02-17T09:04:16-08:00February 17th, 2025|ESOP|

The Anatomy of a Successful ESOP Deal

The Anatomy of a Successful ESOP Deal Not all ESOP transactions are created equally. Join our panel of four leading ESOP advisors and learn about the team, process, and steps necessary to improve deal outcomes and increase the likelihood of a successful transaction. In this one hour session, we'll discuss:

2024-10-21T02:18:42-07:00March 16th, 2022|ESOP, Featured|
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