XPX Nashville - ESOPs: How Exit Planning Advisors Participate and Benefit

ESOPs are one of the most powerful and least understood ownership succession planning strategies. This presentation promises to demystify ESOPs, making the complex understandable. It also will explain how ESOPs are a “big tent” strategy with roles for every type of exit planning specialty, including: commercial bankers, investment bankers, investment advisors and valuation consultants. The presentation will include a case study of a prominent Nashville company, Parman Energy, which completed an ESOP transaction in 2015. Speakers will include Kelly Finnell, president of an ESOP consulting firm based in Memphis, and Rachael Hockenberger, President and CEO of Parman Energy.

Our Panel:

Kelly O. Finnell
President Executive
Financial Services, Inc

Kelly Finnell is one of the nation's premier ESOP consultants and one of the most sought-after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of one of the most highly-acclaimed books on the subject, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based Executive Financial Services, Inc. Kelly graduated magna cum laude from the University of Memphis and from its law school.

Event will be capped at 60 people

Agenda:

Start 11am-1pm
11-11:30 Registration and grab lunch
11:30 Program and Announcements
11:45 Panel Discussion
12:30 Table Discussion
1:00 End Time

Registration Fees:

Pre-registration online is a must for catering planning.

XPX Nashville Members:

Registration Fees: No Charge to XPX Nashville Members in good standing.

Non-Members: $45.00
Non-Members Same Day Fee: $55.00

Registration fee covers lunch and drinks.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.  Our memberships are not sharable.  Membership benefits only apply to the Approved Individual Member, not to other employees of the same firm or company. This registration is not transferable to another individual - NO SUBSTITUTES ALLOWED.

Thank you to our event sponsor:

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