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 out of 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), capital raising, the valuation of businesses and business interests for gift and estate tax planning, strategic planning, financial accounting and reporting, buy-sell agreements, and dispute resolution. He currently serves as a member of the ESOP Association's Valuation Advisory Committee.
National Center for Employee Ownership
Corey 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 PhD in political science from Cornell University. He currently serves on a number of ESOP company boards.