XPX Triangle: Employee Stock Ownership Plans (ESOPs)

Our Speakers:

 
Brant Armentrout, CFA
Managing Director
Comstock Advisors

Brant has performed over 800 business appraisals across a wide variety of industries for various purposes, including ESOPs, estate and gift tax situations, shareholder disputes, family law matters, mergers and acquisitions, goodwill and other asset impairment tests, financial reporting, and fairness opinions.

Brant has been published in the American Society of Appraiser’s Business Valuation Review and the North Carolina Bar Association’s The Will & The Way. Additionally, he has testified as an expert witness in business valuation in Forsyth County, North Carolina District Court, Forsyth County, North Carolina Superior Court and Wake County, North Carolina Superior Court.

Alex Avila, CPA
Fractional CFO
CFO Consultancy

With over 30 years of CFO experience, Alex Avila is a seasoned financial leader who has helped small-to-midmarket companies grow and thrive. As a CPA, Alex has a strong command of accounting, budgeting, cash flow management, and tax compliance.

Alex was previously CFO of Measurement Incorporated, a mid-market services and real estate firm. At MI, he founded and managed the company's ESOP, gaining practical ESOP knowledge. Fluent in Spanish, Alex holds a Master's in International Management from Thunderbird School of Global Management.

Danny Johnson
Moore & Van Allen
Head of Employee Benefits, and Co-head of ESOP 

Danny has more than 35 years of experience representing large and mid-size businesses and professional service firms regarding the implementation and administration of their employee benefit plans and compensation arrangements. He is regularly involved with complex transactions involving ESOPs, including ESOP implementation and finance transactions, ESOP administration issues, and transactions involving the sale of ESOP-owned companies.

Danny holds both a  J.D. and B.S.B.A from the University of North Carolina at Chapel Hill.

Ethan P. Stambler
Senior Vice President
SES ESOP Strategies

Ethan leads SES ESOP Strategies’ efforts in North Carolina advising company owners, founders, and management teams on business ownership transitions, focusing on ESOP transactions. With over two decades of experience in financial, strategic, and operational roles, he specializes in developing employee ownership strategies that achieve financial, strategic, and organizational goals. Previously, Ethan held senior positions at International Farming Corporation and PineBridge Investments. His career also includes roles in investment banking at Merrill Lynch and strategy consulting at McKinsey & Co.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

Food and beverages are included.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes or replacements.  Registrations are not transferable.