March 23 - 25, 2014

2014 ESOP Invitational

Join Dickinson Wright Attorney Michael Holzman for the 2014 ESOP Invitational taking place at the Kingsmill Resort in Williamsburg, VA on March 23 – 25, 2014. This conference is hosted by the Carolinas ESOP and the Mid-Atlantic ESOP Chapters of the ESOP Association.

Mr. Holzman will be a speaker on the “How an ESOP Trustee Team Should Properly and Diligently Acquire Employer Stock” panel during the conference. This panel focuses on learning how the trustee and its legal and financial advisors properly purchase company stock for the ESOP. This session will cover the entire transaction process from the initial meeting, all aspects of diligence, valuation, negotiations, documents, pre-closing, closing and past-closing issues. Joining Mr. Holzman on the panel will be Neil Brozen from BTC ESOP Services and Greg Hogan from SC&H Capital.

To learn more about this conference or to register, please click here.
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Kingsmill Resort
Williamsburg, Virginia
Registration Required