Journey to an ESOP & Beyond

EP12 - ESOP Experience with Nancy Pratt at Frederick Derr & Company - a 100 percent Employee-Owned Company

10 snips
Apr 12, 2024
Guest
Nancy Pratt
Nancy Pratt, CFO of Frederick Derr & Company, shares insights on their journey to a 100% ESOP transaction. Topics include succession planning, navigating the transition to an ESOP, financial planning, real estate in ESOP closings, post-transition accounting tasks, and the role of expert consultants.
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Episode notes
1
Introduction
00:00 • 2min
2
Succession and Exit Planning Initiatives for Aging Owner in a Long-Tenured Management Team
02:24 • 3min
3
Navigating the Transition to an ESOP
05:53 • 10min
4
Financial Planning for Transitioning to an ESOP Structure
15:32 • 21min
5
Navigating Real Estate in ESOP Closings
36:40 • 5min
6
Post-Transition Accounting Tasks in an Employee-Owned Company
41:36 • 2min
7
Navigating ESOP Transactions: The Role of Expert Consultants
43:42 • 6min