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Suggest who benefitsEP43 - Jurassic Park - due diligence on ESOP deals
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Suggest questionThis episode reviews the issues related due diligence on ESOP deals. One of the steps along the journey to an ESOP is to work through due diligence with the transaction trustee and their valuation firm. It is a critical step and always better to plan early for due diligence so everything else goes smoothly.
About Journey to an ESOP & Beyond
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes explains the process of the ESOP transaction and addresses ESOPs from a business owner’s perspective. The "ESOP Guy" illuminates the simplicity of ESOPs as he debunks common misconceptions that ESOPs are immensely costly and complicated.