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WEBINAR REPLAY

Second-Stage ESOP Transactions

About This Meeting

Most ESOPs purchase shares from owners in more than one transaction. Whether your company is planning such a transaction, or just starting an ESOP that will be done in stages, this Webinar will help you understand the key legal, valuation, and financial issues involved. Topics will include seller versus bank financing, whether the ESOP can pay for control in multi-stage transactions, how to deal with the impact of debt on the account value of existing employees after a second transaction, and how to help employees understand the implications of a second transaction.NCEO Webinar replays are the recorded version of our live ESOP Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded ESOP Webinars, including this one, follow this link. (Replays are not available for individual purchase.)

This replay was recorded on September 25, 2012.

Program

Mechanics of a Second-Stage Transaction: Financing and Control Price Issues
Hillary Hughes, Prairie Capital Advisors
Dealing With the Impact of Second Stage Transactions on Employees
Lynn Archer, Barnes & Thornburg LLP

Presenters

Lynn A. Archer

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The Principal Financial Group

Lynn, director-consulting, recently joined the Principal and has more than 10 years of experience working with retirement plan customers. Her areas of expertise include design, implementation, qualification, administration, funding, communication, and termination of ESOPs. She is an active member of the NCEO and the ESOP Association, speaking regularly on ESOP-related matters.

Hillary Hughes

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Prairie Capital Advisors, Inc.

Hillary is vice president at Prairie Capital Advisors, Inc., an investment banking firm specializing in ESOP advisory services to support growth and ownership transition strategies of middle-market companies. Hillary provides project management services, corporate valuations, and related transaction analyses in support of capital structuring engagements, including ESOPs. In addition, Hillary is a frequent speaker in forums around the country on topics including valuation, ESOPs, and ownership transition planning.