NCEO Webinar: Navigating ESOP Transactions – The Role of an ESOP Quarterback

ESOP transactions don’t have to be overwhelming. With the guidance of an experienced ESOP project manager – often referred to as an ESOP “quarterback” – the process can run smoothly, costs can be effectively managed, and the final ESOP design can be tailored to align with the company’s goals.

Join KSM’s Andy Manchir and Zach Kubly as they share insights on ESOP feasibility studies, walk through the transaction process, and provide strategies to build the ideal ESOP team.

This session will:

• Explore key considerations for an effective ESOP feasibility study
• Break down the ESOP transaction process step-by-step
• Highlight the essential components of a well-structured ESOP implementation

This webinar is presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series. NCEO members may register for the webinar at no cost. If you are not an NCEO member, you may join the organization for a nominal fee to gain access to the webinar and other NCEO member benefits.