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Unlocking Corporate Equity: The ESOP Solution

  • Tuesday, June 17, 2025
  • 7:15 AM - 9:00 AM
  • 2800 West Higgins Road, Hoffman Estates, IL
  • 19




Peter Aliferis

Partner
Pendo Advisors, LLC





Register Today!

Join us on June 17 for Peter Aliferis' presentation on using an ESOP as an alternate exit strategy. Peter will address the benefits of using an EOSP as a partial or entire ownership transition, highlighting the benefits for employees, sellers, and the company. The presentation will also cover ESOP transaction matters such as valuation, financing, estate planning, and timing of the entire ESOP transaction process.

Program Schedule

  • 7:15 am – Check-in/Breakfast
  • 7:50 am – Welcome/Introductions
  • 8:00 am – Presentation and Q&A
  • 9:00 am – Announcements and Adjournment

CPE, CFP and CLE Credit = 1 hour (pending)

Location
The meeting will be held in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building at 2800 W. Higgins Road, Hoffman Estates.


Registration
Registration closes on Saturday, June 14. An email with a link to download the handout will be sent before the meeting.


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