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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 ESOP Transactions: The Role of Expert Consultants

This chapter emphasizes the necessity of in-depth planning and working with knowledgeable consultants in ESOP transactions to ensure successful outcomes. It discusses the importance of understanding valuations, avoiding haste in decision-making, and the gratitude for collaboration with professionals in the process.

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