Assessing Your ESOP Service ProvidersNCEO 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 Colleen Kearney at 510-208-1311 or email@example.com for additional information.
About This MeetingESOPs 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
|Assessing Your ESOP Service Providers |
Corey Rosen, National Center for Employee Ownership
|What is a Valuation Review? |
Patrick McGinley, Prairie Capital Advisors, Inc.
Michael J. McGinley