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EP10 - ESOP Trustee Interview - Bill Kropkof

Journey to an ESOP & Beyond

CHAPTER

Navigating Challenges with Sell-Side Advisors in Deals

This chapter explores discrepancies in transaction structuring, financial misalignments, and the importance of a holistic approach when working with sell-side advisors. It emphasizes the need for alignment in vetting trustees and the significance of transparency and honesty in ESOP transactions.

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