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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:


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 at Prairie Capital and works in their Atlanta office. He provides valuation and strategic advisory services to business owners, specializing in ESOPs, gift and estate planning, strategic planning, and mergers and acquisitions (M&A). In addition to being a member of the NCEO, David is on the ESOP Association's Interdisciplinary advisory committee on fiduciary issues and is highly active in his local chapter (New South ESOP Chapter) as vice-president.