ACG CIN Young ACG Lunch: ESOP 101

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ACG EVENT

Event Details

When:

March 6, 2019 11:30 AM - 1 PM EST

Where:
Location Name
Clark Schaefer Hackett Conference Center
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Overview

Body
Employee stock ownership plans are an innovative liquidity tool that provides flexibility for shareholders, tax advantages for a company and owners, as well as an opportunity for employees to grow return assets. Learn from a regional panel of experts.

Speakers

John Mirlisena

Mirlisena Capital Advisors
CEO

Mirlisena Capital Advisors is a Middle Market focused Investment Banking Firm based in Cincinnati,Ohio. Services include Bank Relationship Consulting, ESOP Formation, Mergers and Acquisitions,Capital Formation including sourcing bank debt, mezzanine, and equity.

Alan Taylor

BKD ESOP Group
Director

Alan currently leads the practice development team for BKDnext®, an intentional process designed to help business owners develop a comprehensive succession and continuity plan to achieve financial security for their businesses, their families and their futures. The unique approach and resources behind BKDnext help our clients use their time effectively and efficiently when planning for the future.  

Previously, Alan led the firm’s employee stock ownership plan (ESOP) advisory practice, which he continues to support. Alan has been responsible for structuring and facilitating more than 100 ESOP transactions, resulting in those companies becoming 100 percent ESOP-owned. Those transactions ranged in size from several million to several hundred million dollars in a wide range of industries. Alan also works with existing ESOPs in matters ranging from acquisition structuring to repurchase planning and analysis.  

 

AJ Schreiver

Xtek
Vice President - Accounting
Hosted by: ACG
Chapter
Cincinnati
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