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Capital Planning: Beyond the Basics

Webinars

Continuing Education Credit Offered For Live Session Only: CPE, Generic

Capital planning in an ESOP-owned company isn’t just about managing assets — it’s about stewarding employee ownership and long-term sustainability. This advanced webinar goes beyond the fundamentals to explore how capital planning can support repurchase obligations, strategic growth, and employee value creation. The session will dive into aligning capital investments with repurchase obligation liability and sustainability goals, balancing growth initiatives with cash flow and ESOP funding needs, and leveraging tools to model scenarios and support decision-making.

Learning objectives 

1. Understand how capital planning intersects with ESOP sustainability and valuation
2. How to analyze, evaluate, and prioritize capital projects and investment capital
3. Enhance planning and communication around capital planning

Presenters

Mr. Joseph Labetti headshot Presenter company logo

Mr. Joseph Labetti

Joseph Labetti joined Prairie Capital Advisors in 2022. He is part of the ESOP advisory team focusing on valuation, feasibility and transaction structuring. In addition, Joseph is involved in executing sell-side ESOP engagements and capital structuring projects by preparing correspondence, narrative reports, marketing information and presentations for clients nationwide. His other responsibilities include seamless communication with clients, trustees and other service providers.
Nick Viner headshot Presenter company logo

Nick Viner

Nick rejoined Prairie Capital Advisors in 2020. He advises middle-market companies on employee stock ownership plans (ESOPs), corporate valuation, financial opinions, and other investment banking advisory services. Nick is responsible for providing project management services, corporate valuations, and transaction analyses in support of capital structuring engagements including the following: ESOP implementation, leveraged recapitalizations, management buyouts (MBO), mergers and acquisitions (M&A), fairness opinions, and other corporate finance-related topics.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners