Assessing Your ESOP Service Providers
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About This Meeting
ESOPs are a very specialized field. How do you know if your advisors are truly qualified? What happens if you switch trustees or appraisers mid-stream? What should your agreements with providers include? How should you make sure provider are working well with one another?
You will learn:
- How to determine if your advisors are qualified
- Issues with changing advisors
- How to make sure advisors are working with one another effectively
Michael J. McGinley
Prairie Capital Advisors, Inc.
Michael operates and manages Prairie Capital Advisors' Atlanta office. He specializes in all aspects of ownership transition financial advisory services to business owners, boards of directors, and trustees, including employee stock ownership plans (ESOPs), mergers and acquisitions (M&A), and capital raising. He currently serves as a member of the ESOP Association's valuation advisory committee. Michael was recognized as a Top 40 Under Forty honoree by the National Association of Certified Valuators and Analysts (NACVA).
National Center for Employee Ownership
Corey Rosen, PhD, is the cofounder and senior staff member of the NCEO. He co-authored, along with John Case and Martin Staubus, Equity: Why Employee Ownership Is Good for Business (Harvard Business School Press, May 2005). Corey has written, edited, or contributed to dozens of books, articles, and research papers on employee ownership. He is generally regarded as the leading expert on employee ownership in the world. Corey worked on Capitol Hill for five years, where he helped initiate and draft legislation on ESOPs and employee ownership.