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.

In this recent webinar, held in partnership with the National Center for Employee Ownership (NCEO), KSM’s Andy Manchir and Zach Kubly shared insights on ESOP feasibility studies, explained the transaction process, and provided strategies to build the ideal ESOP team.

This webinar was presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series.

For more information about ESOPs, reach out to your KSM advisor or fill out the form below.