Setting Up for Success Post ESOP Transaction: Selling Shareholder Perspectives
1.0 CPE Credit
in the Field of Finance
Develop a post-transaction compliance to-do list.
Integrate the ESOP into ongoing employee communication.
Plan for future recommended steps and best practices to help ensure sustainability of the new ESOP company.
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Managing Director & Group Head, ESOP Services, BDO Capital Advisors
Chief Financial Officer, TETER Architects and Engineers
Director, ESOP Services, BDO Capital Advisors
Vice President, ESOP Services, BDO Capital Advisors
Principal, TDC Life