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CE Credit Type generic cpe shrm

The ESOP Quarterback: Coordinating Advisors for a Successful Transaction

Webinars December 1, 2026 9:30 am PT

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

Webinar Details

ESOP transactions can be complex and challenging to navigate alone. Appointing a “Quarterback” to lead the process brings clarity to the process while settings clear expectations. This role also increases the likelihood of a successful outcome. In this webinar, we will outline the ESOP transaction process, explain the ideal timing and identify the key decision points. The session will also highlight best practices and potential pitfalls to avoid.

LEARNING OBJECTIVES

1. Understand the ESOP transaction process

2. Learn which advisors will be included in the transaction

3. Walk away knowing best practices and knowing what pitfalls to avoid.

Webinar Slides

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Webinar Replay

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Presenters

Harsh Patel

Harsh joined Prairie Capital Advisors in 2015. He completes financial analysis and modeling services as well as analyzes the business dynamics and trends of publicly-traded companies. In addition, Harsh performs merger and acquisition (M&A) research and prepares narrative reports in support of a wide variety of valuation projects, including employee stock ownership plans (ESOPs), leveraged buyouts (LBOs), management buyouts (MBOs) and other capital structuring projects for clients nationwide. His other responsibilities include seamless communication with clients, trustees and other service providers. Â

Patrick Van Dyke

Patrick Van Dyke joined Prairie Capital Advisors in 2021. He completes financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly-traded companies. In addition, Patrick performs merger and acquisition (“M&A”) research and prepares narrative reports in support of a wide variety of valuation projects, including employee stock ownership plans (“ESOPs”), leveraged buyouts (“LBOs”), management buyouts (“MBOs”) and other capital structuring projects for clients nationwide.

In addition, Patrick serves as a member of Prairie’s Employee Stock Ownership Plan (“ESOP”) Committee, contributing to firmwide communication, education and celebration of Prairie’s employee ownership culture.

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Presenters

Harsh Patel

Patrick Van Dyke

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