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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:


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

presenter photologo

Prairie Capital Advisors, Inc.

Michael operates out of Prairie Capital Advisors' Atlanta office. He specializes in the valuation of businesses, business interests, and tangible and intangible assets for purposes of mergers and acquisitions (M&A), ESOPs, gift and estate planning, strategic planning, financial accounting and reporting, tax planning and compliance, buy-sell agreements and dispute resolution. Michael has provided financial advisory services to clients ranging from private equity firms to international public companies to smaller family-owned and startup businesses. Michael has performed valuation and financial advisory services in the following industries: architecture/engineering/construction firms, automotive, biotechnology, chemical, consumer goods, distribution, energy, entertainment, financial services (including accounting, banking and investment management), food and restaurant, health care and dentistry, high technology, management consulting and other service related firms, manufacturing, oil and gas, pharmaceutical, public relations, retail, transportation, telecommunications and utilities.

Corey Rosen

presenter photologo

National Center for Employee Ownership

Corey Rosen founded the National Center for Employee Ownership in 1981 after working five years as a professional staff member in the U.S. Senate, where he helped draft legislation on employee ownership plans. Prior to that, he taught political science at Ripon College. He is the author or co-author of over 100 articles and numerous books on employee ownership. He has a Ph.D. in Political Science from Cornell University. He currently serves on a number of ESOP company boards.