Journey to an ESOP & Beyond cover image

Ep1 - Enough Information to be Dangerous

Journey to an ESOP & Beyond

00:00

Roles of Professionals in the ESOP Transition Process

Exploring the crucial roles of professionals in the ESOP transition, from the final steps to the formation of a new ESOP company, highlighting the significance of third-party administration companies, investment advisors, CPAs, banks, and ESOP advisor groups.

Play episode from 21:02
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app