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LIVE WEBINAR

(Group-Internet Based)

Is an ESOP Right for You?

July 25, 2017 (9:30 am-10:30 am Pacific)

About This Meeting

This Webinar focuses on the decision about whether or not to adopt an ESOP, covering the costs and benefits to the company, seller, and employees, especially in comparison to alternative paths the company may consider. Presenters will describe the essential features of how ESOPs work, with a focus on how those features come into play during feasibility assessment and plan design. Attendees will also hear examples from specific transaction highlighting some of the decision points, as well as the non-financial issues that often determine whether an ESOP is a success or failure in the long-run.

You will learn:

Program

9:30 AM What is an ESOP?
Tim Jamison and Ryan McCracken, Prairie Capital Advisors, Inc.
10:30 AM Adjourn

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Presenters

Timothy Jamison

presenter photologo

Prairie Capital Advisors, Inc.

Tim operates out of Prairie Capital Advisors' Louisville office. As vice president, Tim is responsible for business development and growth initiatives focused on new and mature ESOP opportunities. He advises companies and principals on valuation and ownership transition issues specifically ESOP formation and implementation. Services include adequate consideration analyses, feasibility studies, transaction financing and restructuring, fairness and solvency opinions, post-transaction cash flow analyses, and annual valuations. Tim has performed valuations and mergers and acquisitions (M&A) on a variety of companies in various industries.

Ryan McCrackan

presenter photologo

Prairie Capital Advisors, Inc.

As an associate at Prairie Capital Advisors, Ryan McCrackan completes financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly traded companies. In addition, he performs merger and acquisition (M&A) research and prepares narrative reports in support of a wide variety of valuation projects, including ESOPs, leveraged buyouts (LBO), management buyouts (MBO) and other capital structuring projects for clients nationwide.

Registration

NCEO members: Free.

Nonmembers: See below for fees.

General Registration Information

If you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).

Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.

If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).

For help with your user name and password or for any additional information please contact our event and administrative associate, Christine Lewis at 510-208-1308 or clewis@nceo.org.

Continuing Education Credit

To receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Christine Lewis within the next 2 weeks.

CPE Credit

The National Center for Employee Ownership (NCEO) 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.learningmarket.org.

This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.

SHRM Credit

This program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.

Cancellation Policy

Simply mark the dates of those Webinars you wish to attend on your calendar, and log in at the scheduled time. There is no need to advise us which ones you plan to attend. If you are an NCEO member no notice of cancellation is required. Live Webinars are a NCEO membership benefit and are free; therefore, refunds are not applicable. If you are not an NCEO member and have paid to attend, a full refund will be issued, less a $35 administrative fee, if the request is received by the close of business on 24 business hours prior to the broadcast.