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Successful Corporate Governance for ESOP Companies

Webinars

Continuing Education Credit Offered: CPE, Generic

Understanding how transitioning your business to an ESOP impacts ownership and operations is essential for a successful ESOP company. This transition involves much more than financial considerations; it influences the company’s long-term sustainability, the well-being of employees, and shareholder interests. Establishing robust corporate governance is vital, not only as a priority but as a foundational prerequisite for a successful ESOP structure. This session will provide an in-depth
exploration of the tools needed for effective corporate and ESOP governance,
highlighting how they interconnect and reinforce each other to support the
organizations stability and success.

Learning Outcomes:

1. Learn the boards primary responsibilities and duty under ERISA
2. Understand best practices for effective corporate governance.
3. Learn key corporate governance concepts.

Presenters

Hillary Hughes headshot

Hillary Hughes

Hillary joined Prairie Capital Advisors in 2011 and is a shareholder in the firm. She provides strategic insights to assist business owners and boards of directors to address long-term ownership transaction goals. Hillary has been highly involved in the structuring and valuation related to employee stock ownership plans (ESOPs) on behalf of ESOP Trustees as well as business owners. Hillary provides financial advisory services to clients ranging from small family-owned businesses to large multi-national conglomerates. She specializes in the valuation of businesses and business interests for purposes of mergers and acquisitions (M&A), ESOPs, gift, and estate planning, and strategic planning. Hillary is also instrumental in developing Prairie,s trust-side ESOP practice.
Tom DeSimone headshot

Tom DeSimone

Tom is a vice president with Prairie Capital Advisors and completes financial analysis and modeling services, as well as analyzes the business dynamics and trends of publicly traded companies. In addition, he has assisted numerous middle market companies and their shareholders with mergers and acquisitions (M&A), ESOP advisory, and other investment banking transactions. Tom has worked in a variety of industries including financial services, manufacturing, business services and distribution. In addition, he is a frequent speaker in various forums on topics covering ownership transition planning.

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