ESOP Transaction Roadmap from Feasibility to Closing
1.0 CPE Credit
In the field of finance
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
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Summarize the time commitment of the management team during the ESOP transaction execution phase.
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Construct a project plan for the execution of an ESOP transaction.
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Identify process recommendations for a company preparing to pursue an ESOP transaction.
BDO USA, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Blake Head
Managing Director & Group Head, ESOP Services, BDO Capital Advisors
Damien Matherne
CFO, Clean Scapes
Jacob Cook
Vice President, ESOP Services, BDO Capital Advisors
Justin Tu
Director, ESOP Services, BDO Capital Advisors
NOTE: There is NO CPE for this recording.
Access the presentation here.