Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Designing and Amending Your ESOP with Repurchase in Mind
(Concurrent Sessions 2)

Tuesday, September 17 :: 10:25–11:10
As ESOPs mature, changing your ESOP rules can make repurchase more practical.

Presenters

Joe DeJong

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Bankers Trust

Joe DeJong joined Bankers Trust as vice president and commercial lending officer in December 2008. Beginning in 2011, began serving as the managing director of ESOP Finance, working with middle market companies in the structuring and financing of ESOP plans throughout the Midwest. Joe holds a bachelor's degree in accounting from the University of Northern Iowa with a minor in real estate finance and an Executive Leadership Certificate from the Graduate School of Banking at the University of Wisconsin-Madison.

Dan Markowitz

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Boulay

Dan is the leader of Boulay's ESOP practice. He specializes in audit and other financial reporting engagements for private and ESOP-owned companies. Dan provides financial and consulting services to ESOP companies, including ESOP feasibility studies, ESOP sustainability projects, repurchase obligation studies, and managing annual ESOP administration. Dan also leads due diligence teams in evaluating the financial and operational reporting system of acquisition target companies, assisting companies with deal structuring, tax impacts, and quality of earnings reports.
Fall ESOP Forum