EP12 - ESOP Experience with Nancy Pratt at Frederick Derr & Company - a 100 percent Employee-Owned Company
Journey to an ESOP & Beyond
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Navigating Real Estate in ESOP Closings
Exploring the complexities of integrating real estate into an ESOP, discussing advantages of using real estate as collateral, lender preferences, and the challenges of documentation. Emphasizing the importance of organization and coordination in ESOP closings, addressing the impact of reports, collateral strengthening, and handling multiple shareholders.
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