MRC - Manufacturers Resource Center

 

ESOPs for Turbulent Times Webinar

 

Date/Time
Date(s) - April 3rd, 2020
8:15 am - 8:55 am


ESOPs for Turbulent Times Webinar (Details on how to link up to the webinar will be sent to you)

Free Webinar
April 3, 2020
8:15 am – 8:55 am

Image of people meeting with text overlay Employee Stock Ownership Plans

 

 

 

 

 

 

Your level of personal success in the next season of your life will be determined by your responses to these and multiple other challenging issues. Employee Stock Ownership Plans can align personal financial plans and timelines with business succession strategies to fit today’s new reality. Topics of discussion will include:

• Introduction to ESOPs:
• Where, When and Why They Work—Creative Solutions from the Great Recession Inform Today’s Crisis
• The Plans, The Process and The Execution
• Exploring ESOPs in Turbulent Times: Why selling to an ESOP can be the optimal solution during disruptions.
• Are my financial resources sufficient to last through the next season of my life?
• Wrestling with liquidity challenges when timelines extend?

After you register, you will receive an email response that will include a link and password for the event.  It will also include instructions for submitting questions during the webinar.

Target Audience: Business owners and senior executives

No cost, but registration is required.

Presenters:
Phillip DeDominicis, Managing Director – Investment Banking
Managing Director at Menke & Associates, Inc.
Greater Philadelphia Area

William G. Stewart III
Executive Vice President, Wealth Management
StewartJones Wealth Advisory Group
of Janney Montgomery Scott, LLC

Phillip DeDominicis, Managing Director – Investment Banking
Prior to joining Menke & Associates, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on change of control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in l985, and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.

William G. Stewart III, Executive Vice President Wealth Management
Bill joined Janney Montgomery Scott, LLC as an Executive Vice President in May 2009. He has over 30 years of experience in the financial industry, dating back to 1986 when his career began in New York with Kidder Peabody & Company. He was a Vice President and one of 20 Institutional Portfolio Management Consultants within Kidder Peabody’s Consulting Group. When the firm was sold in 1994, he joined Smith Barney as one of only 50 Consulting Group Directors. In 1997, Donaldson, Lufkin & Jenrette recruited him to join the Firm as the National Manager of DLJ Consulting, which became CSFB Consulting when Credit Suisse First Boston acquired DLJ in 2000. Bill joined Legg Mason Wood Walker, Inc. in 2003 as a Senior Vice President and Senior Portfolio Consultant. Legg Mason’s Private Client Group was exchanged for Citigroup’s Asset Management operation in late 2005 and became part of Smith Barney.

About Wealth Advisory Group
• Wealth Advisory Group @ Janney is an advice-based, multi-generational practice. Our integrated team of financial specialists develop high quality, custom-tailored strategies to help each of our clients and their families solve their unique financial concerns. Our purposes is to help our clients achieve their financial goals and realize “personal” success. We work with the owners of middle market and lower middle market companies successfully navigate the Arc of Wealth Transition.

About Menke Group
• The Menke Group was founded in 1974 by John Menke who co-authored the landmark ESOP legislation which subsequently spawned the industry. Today, the firm is one of the leading firms in the United States in structuring Employee Stock Ownership Plan transactions. We provide all the services needed to design and install an ESOP, including Structuring, Legal & Tax Compliance, Valuation, Documentation, Debt Capital Raising (if required), Employee Communication, and Administration.

• Since 1974, Menke has structured over 3,500 ESOPs, the most by any single organization. We design and install ESOPs for companies with as few as 10 employees and as many as 10,000 employees.


Registration

Registrations are closed for this event.