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

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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:


David P. Burdette

presenter photologo

Prairie Capital Advisors, Inc.

David provides valuation and strategic advisory services to business owners. David specializes in ESOPs, gift and estate planning, strategic planning, and mergers and acquisitions. He is a member of the NCEO, on The ESOP Association's Interdisciplinary Advisory Committee on Fiduciary Issues and is highly active in his local chapter as The ESOP Association's New South ESOP Chapter vice-president and a member of the New South ESOP Chapter executive committee.