Don't Do That With Your ESOP
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This replay was recorded on June 7, 2016.
About This MeetingESOPs 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:
- What the most significant and most common legal problems to be aware of as ESOP companies are, including how to fix them.
- Preventative steps and best practices to avoid those problems from arising in the first place.
|Legal and Fiduciary issues |
Merri Ash, First Bankers Trust Services
|Financing and Operations |
David Diehl, Prairie Capital Advisors, Inc.
Merri E. Ash
David M. Diehl