New South Chapter

Company of the Year:  Web Industries Atlanta 

(pictured:  Michael Keeling, John Jaskot, (Web Industries), Gale Alexander (Tennessee Health Management and New South Chapter President)

New South Employee Owner of the Year:  George Mellott, Atlanta West Carpets

(pictured:  Sayward Masselter, Atlanta West Carpets and New South Chapter Vice President; George Mellott)

New South Employee Owner of the Year

(pictured: Michael Keeling, Mrs. Mellott, George Mellott, Atlanta West Carpets; Gale Alexander, Tennessee Health Management and New South Chapter President)

Meetings

August 24, 2010
New South Chapter
Eggs & ESOP Breakfast Meeting
The Valuation Implications of Recession and Recovery
Memphis, TN
Contact Donna Walseth @ dwalseth@esopexec.org or 763-785-4122

August 26, 2010
New South Chapter
Eggs & ESOP Breakfast Meeting
The Valuation Implications of Recession and Recovery
Atlanta, GA
Contact Donna Walseth @ dwalseth@esopexec.org or 763-785-4122

September 14, 2010
New South Chapter
Eggs & ESOP Breakfast Meeting
The Valuation Implications of Recession and Recovery
Jacksonville, FL
Contact Donna Walseth @ dwalseth@esopexec.org or 763-785-4122

October 6-7, 2010
New South Chapter
2010 Fall Conference
The Don CeSar
St. Pete Beach, Florida
Contact Donna Walseth @ dwalseth@esopexec.org or 763-785-4122
Sponsorship Form

Presentations

Handouts for 2009 Fall Conference

Selling an ESOP Company (.ppt)

Acquisitions by ESOP Companies (.pdf)

ESOP Distributions and Understanding Diversification (.ppt)

Handouts for 2009 Southeast Regional Conference

“Know the Forecast: Various Opportunities and Obstacles in a Slowdown” (.pdf)

Modifications to ESOP Distribution Policies (.pdf)

Navigating the Sale to an ESOP:  A Great Liquidity Option (.pdf)

Partial Plan Termination (.pdf)

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