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Evaluating ESOP Sustainability for Long-Term Stability

Webinars

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

Webinar Details

Every ESOP is different and there is no one-size-fits-all approach to ESOP sustainability. An ESOP Sustainability Study provides a company with an integrated tool to align policy decisions with corporate strategic goals, ultimately allowing management to focus on value-creating opportunities. This webinar will share a recent ESOP sustainability case study, as well as communicate recent trends.

Learning Objectives

  1. Understand the keys to sustainability and how they are defined.

  2. Learn how the sustainability variables are interrelated.

  3. Learn about a case study and how it can impact policy decisions. 

Webinar Slides
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Webinar Replay
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Presenters

David Horvath headshot Presenter company logo

David Horvath

Dave Horvath is an experienced ESOP professional, having advised privately-held companies on compensation, employee benefits and ownership transition matters for more than 30 years. Dave has assisted clients in establishing and administering benefit plans of all types including ESOP’s, 401(k)’s, and pension plans.  He has counseled clients on executive compensation matters including salary studies, and implementing deferred compensation plans.  He has provided analysis of employee benefits for numerous transactions involving private equity and family offices. Dave works with Boards of Directors, Trustees and companies on mature ESOP consulting and sustainability.   He is past chair of Members Retirement Committee – AICPA.

Alex Grasser headshot Presenter company logo

Alex Grasser

Alexander Grasser has been working with ESOP companies for 14 years and joined Prairie in 2025. He advises middle-market companies on employee stock ownership plans (“ESOPs”), specializing in ESOP Sustainability analysis and plan design. Alex is responsible for providing project management services and general ESOP consulting engagements, including ESOP sustainability, executive compensation and transaction plan design.

Thank you to our Sponsors

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