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

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Second-Stage ESOP Transactions
(Concurrent Sessions 8)

Thursday, October 4 :: 10:30–11:15
Issues in buying more stock for the ESOP after an initial transaction, including funding choices, floor price protection for participants, impacts on valuation, and more.


Ron J. Lint

presenter photo

ATI Capital Group of Colorado, LLC

Ron J. Lint is the CEO of ATI Capital Group of Colorado and an Accredited Senior Appraiser (ASA). For over 25 years, he has designed and installed successful ESOPs. He is also an independent trustee for select ESOP companies. Ron has taught advanced ESOP concepts as a visiting instructor at the University of Denver Graduate School of Taxation and is an expert witness in the U.S. Tax Court.
Fall ESOP Forum