Journey to an ESOP & Beyond EP10 - ESOP Trustee Interview - Bill Kropkof
7 snips
Mar 23, 2024 Guest Bill Kropkof, an ESOP trustee with a Dept. of Labor background, discusses trustee roles, ERISA regulations, trustee independence, valuation firms, negotiation transparency, challenges with sell-side advisors, and the benefits of ESOPs like legacy building and employee retention.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating the Complexities of ESOPs and Trustee Roles
01:58 • 12min
Selecting a Valuation Firm and Establishing Independence
13:57 • 2min
Navigating ESOP Valuation and Transaction Process
15:41 • 6min
Navigating Challenges with Sell-Side Advisors in Deals
21:53 • 6min
Emphasizing Unbiased Information on ESOP Trustees and Valuation Methods
28:08 • 3min
Maximizing Benefits Through ESOPs
31:31 • 9min