ESOPs: Advanced Considerations

You’re Invited to join us on July 16, 2020 for the next Executive Financial Services Webinar

Selling a company to an Employee Stock Ownership Plan (ESOP) provides a business owner with a tax-efficient ownership succession planning strategy. This webinar will go beyond the ESOP basics to discuss advanced ESOP considerations. The speakers discuss how a Company’s employees can utilize their 401(k) assets to help finance an ESOP transaction, how warrants are used in ESOP transactions to enhance a business owner’s return, and the impact of a Stock Appreciation Rights Plan on the company’s successor management team. The speakers will also demonstrate how to use convertible preferred stock to neutralize valuation discounts. Finally, they will address some “Hot Button” issues in the current ESOP environment.

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