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A Better Partnership

Events

Jun 2016
21
June 21, 2016
ESOP Ownership Transition

Grand Rapids Downtown Market | Hosted By: Warner Norcross & Judd, Adamy Valuation Advisors, Pilot Hill Advisors, PNC Bank

7:30 am - 10:00 am

Join us for an interactive panel discussion as four experts address how employee stock ownership plans (ESOPs) can be an effective strategy for ownership transition. You will learn the pros and cons of an ESOP strategy, how to structure an ESOP, how a company is valued for an ESOP transaction and how to finance the transaction. Our speakers will also dispel some common myths surrounding ESOPs.

Nick Adamy
Panelist
Managing Director
Adamy Valuation Advisors
Bob Massengill
Panelist
Managing Director
Pilot Hill Advisors
Justin Stemple
Panelist
Partner
Warner Norcross & Judd
Julie Williams
Panelist
Sr. VP-ESOP Solutions
PNC Bank

Complimentary, no cost to attend.

Agenda:

7:30 am    Registration and Breakfast
8:00 am    Program Begins
10:00 am  Conclusion


NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

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