XPX Philadelphia- Join Us! Seminar: Introduction to ESOPs

There are several paths you can take to transition the ownership of your business. Join us for an educational panel discussion about ESOPs with experts in financial structures, legal and exit strategies.

• Ownership transition: Choosing an ESOP as your strategy
• How do ESOP transactions work?
• Understanding how a fractional ESOP can be a solution with non-ESOP shareholders
• How do ESOPs operate once the transaction is complete?
• Communicating ESOP issues to employee owners in an understandable way
• ESOPs and ESOP  "myths" in the real world

Presenters:
Introductory Remarks - Kevin McPhillips, Executive Director, PCEO
Mark R. Kossow, Partner, Archer & Greiner P.C.
Richard A. Heeter, Principal & Managing Director, Capital Trustees
Andy O'Neill, Director, Prairie Capital Advisors

Location:
Seasons 52
160 North Gulph Road
King of Prussia, PA 19406

Breakfast will be provided.