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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.


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


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