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WEBINAR REPLAY

Second-Stage ESOP Transactions

NCEO 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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Andrea Johnson at 510-208-1309 or ajohnson@nceo.org for additional information.

This replay was recorded on June 14, 2016.

About This Meeting

Most ESOPs purchase shares from owners in more than one transaction. Whether your company is planning such a transaction, or just starting an ESOP that will be done in stages, this Webinar will help you understand the key legal, valuation, and financial issues involved. Topics will include seller versus bank financing, whether the ESOP can pay for control in multi-stage transactions, how to deal with the impact of debt on the account value of existing employees after a second transaction, and how to help employees understand the implications of a second transaction.

You will learn:

Presenters

Michael J. McGinley

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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).

David Solomon

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Levenfeld Pearlstein, LLC

David is a partner and chair of the Corporate Group of Levenfeld Pearlstein, LLC. David also founded the firm's ESOP practice, which serves clients who are involved in various types of ESOP transactions. In addition to working on ESOP transactions and advising ESOP companies, David has extensive experience in structuring and consummating other types of mergers and acquisitions and financing transactions. He represents many middle-market companies in a general counsel capacity by handling various business law issues.