Company: Business Transition Advisors
Title: Sr VP
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Dan has been assisting business owners seeking an exit strategy in full or part since 1998 utilizing Employee Stock Ownership Plans. Dan has experience in numerous aspects of an ESOP transaction including education, feasibility studies, employee communications and forecasting as well as financially preparing for the inherent corporate responsibility to buy back stock from exiting plan participants. Currently, Dan educates, determines goals, defines objectives, develops effective strategies and serves as the clients’ chief ESOP consultant, quarterback and advisor from the beginning to end of the ESOP analysis and implementation process.
In addition to assisting his clients with their transition goals and objectives, Dan continues to be a nationally recognized thought leader in many ESOP disciplines and sought after speaker throughout the country including numerous local and national financial, legal and accounting industry meetings and symposiums. Dan and BTA are the preferred ESOP consultant to the some of the nation’s largest insurance companies, banks, broker dealers, estate planners and financial advisors. Dan also has authored numerous article in respected national and local business publications. Dan has a B.A. from Grove City College and earned the Chartered Financial Consultant designation from the American College. He is the Past-President of the Society of Financial Service Professionals - Pittsburgh, Past-Chair – Pittsburgh Business Ethics Awards, Member of the National Center for Employee Ownership, Ambassador/Strategic Planner for the Pennsylvania Center for Employee Ownership and The ESOP Association.
Dan Zugell's experience includes the formation of MetLife’s ESOP program and as a Director of MetLife’s Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker.
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