Back to program
(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
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.