Hotel Albuquerque, NM :: October 3–4, 2018 (preconference on October 2)

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Assessing Feasibility
(Concurrent Sessions 3)

Wednesday, October 3 :: 11:25–12:10
What are the financial, strategic, and cultural issues involved in determining if an ESOP makes sense?


Peter E. Jones

presenter photo

Horizon Trust & Investment Management

Peter structures and implements business succession transactions throughout the U.S. with an emphasis on ESOP transactions. He designs ESOP plans and advises ESOP companies with their continuing regulatory compliance. Peter is a member of the American Bar Association, the NCEO, and the ESOP Association. Peter frequently speaks on matters pertaining to ESOPs.
Fall ESOP Forum