Pittsburgh , PA :: April 9–11, 2019 (preconference on April 8)

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ESOP Advantages and Considerations for Service Companies
(Concurrent Sessions 8)

E2 Wednesday, April 10 :: 3:45–5:00
ESOPs are common in professional service firms, with specific advantages but also specific regulatory issues that are detailed here.


Kevin Bupp

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GIS Inc.

Recently accepting a position on the ESOP Communications Committee, Kevin Bupp is a 6.5 year GISinc Employee Owner with 14 years of experience designing and developing geospatial software. Kevin has a thirst for knowledge and a passion for problem solving, puns, and jokes.

William W. Merten

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Winston & Strawn

Bill is the chair of Winston & Strawn's employee stock ownership plan (ESOP) practice. He advises corporations, shareholders, directors, and professionals regarding the use of ESOPs and ESOP-related strategies in a wide variety of transactions, including management buyouts, ownership succession transactions, private equity transactions, going-private transactions, ESOP company sales, and mergers and acquisitions. He has been recognized as a leading lawyer by publications such as Martindale-Hubbell, American Lawyer Media, Super Lawyers, The Legal 500, and Leading Lawyers Network.

Patrick Schmidt

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Value Consulting Group

Patrick has been providing business valuation services to the ESOP community for more than 15 years. He has earned the Accredited Senior Appraiser (ASA) designation from the American Society of Appraisers and has an MBA (finance) from the University of Minnesota Carlson School of Business. He is a frequent speaker on valuation issues and currently serves on the government relations committee of the Minnesota Dakotas chapter of the ESOP Association.
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Note: The main conference has sold out, but you may still register for preconference sessions.

2019 Conference

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