Is an ESOP Right for You? Find out at our October 25–26 meeting in Santa Fe

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WEBINAR REPLAY

Is an ESOP Right for You?

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. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or ckearney@nceo.org for additional information.

This replay was recorded on July 25, 2017.

About This Meeting

This Webinar focuses on the decision about whether or not to adopt an ESOP, covering the costs and benefits to the company, seller, and employees, especially in comparison to alternative paths the company may consider. Presenters will describe the essential features of how ESOPs work, with a focus on how those features come into play during feasibility assessment and plan design. Attendees will also hear examples from specific transaction highlighting some of the decision points, as well as the non-financial issues that often determine whether an ESOP is a success or failure in the long-run.

You will learn:

Program

Tim Jamison and Ryan McCrackan
Prairie Capital Advisors, Inc.

Presenters

Timothy Jamison

presenter photologo

Prairie Capital Advisors, Inc.

Tim operates out of Prairie Capital Advisors' Louisville office. As vice president, Tim is responsible for business development and growth initiatives focused on new and mature ESOP opportunities. He advises companies and principals on valuation and ownership transition issues specifically ESOP formation and implementation. Services include adequate consideration analyses, feasibility studies, transaction financing and restructuring, fairness and solvency opinions, post-transaction cash flow analyses, and annual valuations. Tim has performed valuations and mergers and acquisitions (M&A) on a variety of companies in various industries.

Ryan McCrackan

presenter photologo

Prairie Capital Advisors, Inc.

As an associate at Prairie Capital Advisors, Ryan McCrackan completes financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly traded companies. In addition, he performs merger and acquisition (M&A) research and prepares narrative reports in support of a wide variety of valuation projects, including ESOPs, leveraged buyouts (LBO), management buyouts (MBO) and other capital structuring projects for clients nationwide.