EP30 - Shawshank - Financial and Deal Structure - Completing The ESOP Site Visit Presentation

In this episode we finish the series we started to help prepare folks for the ESOP site visit.  The focus of the episode is to understand in covering first the financial highlights and how they connect to points you will want to make with the trustee and their valuation  firm.  In addition to the financials - the remaining part of the presentation will be to cover the ESOP deal structure and anything specific to the transaction.