Banner

Navigating ESOP Transactions: The Role of an ESOP Quarterback

Webinars

Continuing Education Credit Offered: Generic, CPE

ESOP transactions don’t have to be overwhelming. With the guidance of an experienced ESOP project manager – often referred to as an ESOP “quarterback” –the process can run smoothly, costs can be effectively managed, and the final ESOP design can be tailored to align with the company’s goals.

Join KSM’s Andy Manchir and Zach Kubly as they share insights on ESOP feasibility studies, walk through the transaction process, and provide strategies to build the ideal ESOP team.

Learning Objectives

  1. Explore key considerations for an effective ESOP feasibility study
  2. Break down the ESOP transaction process step-by-step
  3. Highlight the essential components of a well-structured ESOP implementation

Presenters

Andy Manchir headshot Presenter company logo

Andy Manchir

Andy is a director in Katz, Sapper & Miller's Valuation and ESOP Services Groups. Andy helps clients understand the value of their business and advises them on succession planning options, including ESOP, third-party sales, or family transitions. He has extensive experience with feasibility studies for business owners considering an ESOP, ESOP structuring and financing, and valuations and opinions needed for ESOP formations, updates, and terminations. Additionally, Andy has performed business valuations for several other purposes, including valuations for estate and gift, mergers and acquisitions, and litigation support. He is an active member of the NCEO and the ESOP Association (TEA) and serves on TEA's Valuation Advisory Committee. Andy is a Certified Exit Planning Advisor (CEPA), an ASA (Accredited Senior Appraiser), and a Certified Management Accountant (CMA).
Zach Kubly headshot Presenter company logo

Zach Kubly

Zach Kubly is a director in Katz, Sapper & Miller's Business Advisory Group. Experienced in federal and state tax matters, Zach works with clients in a wide range of industries, including agriculture, manufacturing, distribution, and transportation. Zach helps clients minimize tax liabilities and plan for future opportunities. He provides consulting services to clients of various sizes “ from small businesses to large corporations “ and equips them with the advice they need to make timely, accurate, and educated business decisions. Prior to joining KSM, Zach spent six years at a Big Four firm serving midsized companies and five years with local firms working with small businesses and their closely held owners.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership