Quarterbacking an ESOP Transaction

This webinar provides a practical, end-to-end overview of the ESOP formation process through the lens of the advisor serving as the “quarterback.” We will walk through each major phase of an ESOP transaction, highlighting how the lead advisor coordinates stakeholders, manages timelines, and anticipates common challenges to keep the process on track. Attendees will gain insight into best practices for aligning legal, financial, fiduciary, and lender considerations while driving toward a successful close.

Learning objectives:

• Understand best practices for aligning legal, financial, fiduciary, and lender considerations to support a successful ESOP closing
• Identify the advisor’s “quarterback” responsibilities
• Understand the key phases of the ESOP formation process