This episode is the finale in a three part series discussing the elements of your CIM - confidential information memorandum - to best support your presentation during the site visit with the trustee and valuation firm. This podcast highlights the importance of reviewing the financial information both historical and forecast as well as understanding the working capital. It also delves into discussions around the ESOP transaction so that any potential issues can be clarified within due diligence and prior to negotiations.
Journey to an ESOP & Beyond