Nancy Pratt
CFO of Frederick Derr and Company
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Apr 12, 2024 • 50min
EP12 - ESOP Experience with Nancy Pratt at Frederick Derr & Company - a 100 percent Employee-Owned Company
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.
