Director of Succession Planning Berman Hopkins CPAs Melbourne, FL
Becoming a new ESOP company is exciting and a momentous event. And while a lot of things will stay the same, a lot of things will need to change. In this presentation, we'll discuss several best practices that the advisors on your ESOP transaction may not have told you, but are important for your company's continuing success as an ESOP company. NCEO Newsletter Article: Things to Do in Your First Year as an ESOP NCEO ResourceThe Download
Learning Objectives:
Upon completion, participants will be able to identify new leadership personnel that need to be added and how the roles of other key people will change.
Upon completion, participants will be able to describe how their service providers can lend insight into developing an effective post-transaction gameplan for success.
Upon completion, participants will be able to identify the key components and considerations for developing an effective communications program.
.jpg "Jason W. Miller, CRC, CEPA (he/him/his) photo")