With numerous organizations transitioning to an Employee Stock Ownership Plan (ESOP) structure over the past several years, there's a lot to learn about how the process begins and what is to be expected after the transition is in place. On May 15, XPX New England will host ESOP Revisited, bringing together business leaders and advisors from Greater Boston to hear from Harpoon Brewery senior management about their decision to transition to an ESOP structure four years ago. In a panel discussion led by event sponsor Prairie Capitol Advisors, Charlie Storey, President and Warren Dibble, Chief Financial Officer of Harpoon Brewery will share more on the surprises and lessons learned, including what went well, what could have improved and how their expectations were met throughout the process of transitioning. This event is your opportunity to meet likeminded professionals in Greater Boston. Whether you are an advisor or business owner, join us to hear more about what to consider when planning for a move to an ESOP structure in your organization. Refreshments and light appetizers to be served. Business owners and advisors are encouraged to attend. Seating is limited, so register today at https://exitplanningexchange.com/event-2824132. * Rocky Fiore (Co-Moderator) - Managing Director & Chief Operating Officer, Prairie Capital Advisors * Andy O'Neill (Co-Moderator) - Director, Prairie Capital Advisors * Charlie Storey - President, Harpoon Brewery * Warren Dibble - Senior Vice President & Chief Financial Officer, Harpoon Brewery
Please check with event host as times and dates may have changed.