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Learn how a firm with 4 first generation owners explored various options and structured a transaction to buy out the first generation owners over time while setting up an ESOP to own the stock long term without the risks of a leveraged ESOP transaction.

Hear directly from the CEO about some of the keys to the transaction from his point of view

Presenters: Joe Skorczewski, Chartwell and Chartwell Clients and John Dillingham, CEO of Alliant Engineering

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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