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EP30 - Shawshank - Financial and Deal Structure - Completing The ESOP Site Visit Presentation

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Manage episode 390793523 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode we finish the series we started to help prepare folks for the ESOP site visit. The focus of the episode is to understand in covering first the financial highlights and how they connect to points you will want to make with the trustee and their valuation firm. In addition to the financials - the remaining part of the presentation will be to cover the ESOP deal structure and anything specific to the transaction.

  continue reading

212 episodes

Artwork
iconShare
 
Manage episode 390793523 series 2803122
Content provided by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Phillip Hayes and Jason Miller, Phillip Hayes, and Jason Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode we finish the series we started to help prepare folks for the ESOP site visit. The focus of the episode is to understand in covering first the financial highlights and how they connect to points you will want to make with the trustee and their valuation firm. In addition to the financials - the remaining part of the presentation will be to cover the ESOP deal structure and anything specific to the transaction.

  continue reading

212 episodes

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