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Session A

Liquidity Options: Planning Your ESOP

Presented By: Dana Investment Advisors

Creating a liquidity event can be one of the most important initiatives for the company you’ve built. But what does it mean for the future of your business—and your employees? Join a group of C-suite executives and M&A experts as they discuss the value of considering an ESOP for your exit strategy, including the pros and cons of the deal.

Moderator:

Jay Kaun
Senior Vice President
Dana Investment Advisors
Joe Veranth
Chief Investment Officer & Portfolio Manager
Dana Investment Advisors

Panelists:

Aaron Juckett
President & Founder
ESOP Partners
Kyle Spader
President
Acumen Advisory Services
Timothy Stewart
President & Managing Partner
DeWitt