About the Webinar

The webinar will cover the current status of ESOPs in the US and some highlights on their performance with graphics, examples, and simple explanations to provide a general introduction to the features common to all ESOPs.

You will learn:

  • To understand if an ESOP is the right fit for you and your company

  • How an ESOP works

  • About the features of the ownership transition that is a qualified retirement benefit

NOTE: Every ESOP is different. This webinar does not attempt to teach people the specifics of how any particular ESOP works.

 

There are no prerequisites or advanced preparation required for this introductory-level session.

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

For more information on the types of Continuing Education Credit offered please visit Continuing Education Credits for Meeting and Webinar Attendees.

Presenter(s)

Tim Jamison operates out of Prairie Capital Advisors' Louisville office. As director, Mr. Jamison 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.

Will Hobby joined Prairie Capital Advisors in 2018. He performs financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly-traded companies. In addition, Will performs merger and acquisition (M&A) research and prepares narrative reports in support of a wide variety of valuation projects, including employee stock ownership plans (ESOPs), leveraged buyouts (LBOs), management buyouts (MBOs) and other capital structuring projects for clients nationwide. He is also actively involved in Prairie’s ESOP Committee.

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