IAC22 BV - Timely Issues in ESOP Transactions and Fairness Opinions

Session Description

Employee Stock Ownership Plan implementations have become a more effective ownership transition option for founders and other investors to monetize equity in closely held businesses. Through the maturation of the ESOP Advisory industry these transactions have become increasingly more sophisticated. Dan and Michael will be addressing these more sophisticated transaction elements, including: contingent consideration and claw-back provisions; senior debt financing trends; seller financing environment, including terms, rates, and components of the total return; and dual (third party and ESOP) track M&A processes and implications for ESOP Trustees.


Daniel Callanan, ASA
Managing Director - Prairie Capital Advisors, Inc.

Michael McGinley, ASA, CVA
Founder/Owner - Michael Gregory Consulting, LLC

Continuing Education

Review of this session recording will award 1 CE hour. 

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


Session Recording
Open to view video.
Open to view video.
Course Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available Open certificate for the option to print.