About the Webinar

ESOPs 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
Presenter(s)

Andy is a director in Katz, Sapper & Miller's valuation and ESOP services groups. He is an active member of the NCEO and the ESOP Association (TEA) and serves on TEA's Valuation Advisory Committee. Andy is a Certified Exit Planning Advisor (CEPA), and a co-founder of the Exit Planning Institute's Central Indiana chapter. Additionally, Andy is an ASA (Accredited Senior Appraiser) and a Certified Management Accountant (CMA).

Mark is a partner in Katz, Sapper & Miller's business advisory group, where he provides strategic consulting, tax, and accounting support to his clients. As partner-in-charge of the firm's ESOP services group, Mark represents several ESOP-owned businesses and has structured a number of business sales to existing and newly formed ESOPs. Mark's commitment to building long-term professional relationships has enabled him to provide proactive advice that creates true value to his clients' business operations.

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