EP33 - The Longest Yard - Quarterback for your ESOP - what should you know about this important role?

This episode focuses on better understanding the role of a “quarterback” in an ESOP transaction on your journey to ESOP.  I often talk to folks about the complexities of an ESOP transaction and one point of discussion is what is the sell-side advisor’s role.  This topic will help solidify in your mind what questions you might ask and be aware of when hiring one of the most important advisors in the ESOP transaction - your Quarterback!