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Don't Do That with Your ESOP: Financial and Administrative Issues

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on October 13, 2015.

About This Meeting

ESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.

You will learn:


Don't Do That with Your ESOP: Financial and Administrative Issues
David P. Burdette, Prairie Capital Advisors, Inc.


David P. Burdette

presenter photologo

Prairie Capital Advisors, Inc.

David is a vice president and operates out of Prairie Capital Advisors' Atlanta office. He performs valuations of businesses, business interests, and tangible and intangible assets for ESOPs, gift and estate planning, strategic planning, mergers and acquisitions, financial accounting, and tax reporting purposes. David specializes in ESOP analysis, including ESOP formation and adequate consideration analyses, feasibility studies, transaction financing and restructuring, fairness and solvency opinions, post-transaction cash flow analyses, and annual valuations