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Thought Leadership

Speaker, "A Beginner's Guide to the ESOP Transaction Process," The ESOP Association Employee Owned 2025

 
Speaking Engagements

Jordan Bergkamp will present, "A Beginner’s Guide to the ESOP Transaction Process," at The ESOP Association's Employee Owned 2025 on Monday, November 3.

Topics:

  • Consider the characteristics of an ESOP candidate from the financial and intangible perspective.
  • Distinguish the duties of each transaction party on both the buy side and sell side.
  • Demonstrate a transaction timeline for key milestones and parties.

For more information, visit the event website

Professional: