Ownership Transition – Staged Sales to a Contributory ESOP
Availability
On-Demand
Access expires 90 days after purchase
Credit Offered
1 PDH Credit

Learn how a firm with 4 first generation owners explored various options and structured a transaction to buy out the first generation owners over time while setting up an ESOP to own the stock long term without the risks of a leveraged ESOP transaction.

Hear directly from the CEO about some of the keys to the transaction from his point of view

Presenters: Joe Skorczewski, Chartwell and Chartwell Clients and John Dillingham, CEO of Alliant Engineering
Powered By