ESOP26 BV Avoiding the Landmines: Common Pain Points in ESOP Transactions

Description

ESOP transactions often involve complex negotiations among multiple parties, including trustees, valuation advisors, attorneys, lenders, and company stakeholders. While purchase price is a key component of the transaction, many of the most challenging negotiations often arise around other terms and structural considerations. This session will explore common pain points encountered during ESOP transaction negotiations from the perspectives of a trustee and a valuation advisor. Panelists will discuss the issues that frequently require the most attention, why they matter to the various parties involved, and practical approaches for navigating these negotiations effectively.

Speakers

Serena Amlie, CFA, ASA Vice President, ESOP Client Advisor Spinnaker Trust
Katie Wilusz, CFA, ASA Director Value Management Inc.

Continuing Education

Review of this session recording will award 1.1 CE hour(s). 

CPE credit is not awarded for this pre-recorded offering.