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EPI Cincinnati Chapter | JAN 2023 Book November 13

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November 13

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Branding on Sponsors Page of the Advisory Directory

EPI Cincinnati Chapter | JAN 2023 Book November 13Who is an ESOP right for? High level, what is an ESOP, and how does it work (both on the transaction, and post closing what the trustees involvement looks like)? Majority vs. minority ESOPs and why someone might think about each? And, who are members of the team (and roles) needed to complete a successful sale to an ESOP transition?

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