Thursday, April 27, 2017 1:30 PM - 3:00 PM (Eastern Time (US & Canada))
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This online class carries 1.5 PDH (Professional Development Hour).
Curriculum Track: Business Management and Quality
Member Organization: National Events
Faculty: Robert E. Massengill, Managing Director, Pilot Hill Advisors LLC
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To ESOP, or not to ESOP?
It seems like A/E firms are constantly asking themselves this question. Well, it's time you got an answer.
Join Robert Massengill for an introduction to ESOPs and why they continue to gain favor with A/E firms and appeal to their educated workforces. Using case studies, you'll cover a range of topics, including:
You'll cover ownership expectations and control, tax efficiencies, and how ESOPs are used alone and in combination with other techniques for internal transition plans. You'll also learn the top motivations for using an ESOP, typical transaction structures, and valuation insights.
And if you're looking for more information on valuation and financing, Mr. Massengill has you covered! You'll even learn how to evaluate the ESOP in the context of a company’s overall retirement plan package for employees.
Register today and prepare to leave this online class with a practical understanding of ESOP design and transaction basics, as well as the various tax advantages used today by many A/E firms across the country.
ACEC Members: $199
To successfully access an ACEC live or on-demand online class, you must be using Windows 7 or higher.
For cancellations received at least 15 days prior to program date, ACEC will issue a full refund. For cancellations received between 14 days and 3 days prior to program date, ACEC will issue credits toward any ACEC online class, live or on-demand. Credits are valid for 6 months from issue date. For cancellations received 2 days or less before a program date, no refunds or credits will be issued. Refunds or credits will not be issued for "no-shows." Registrants may choose another online class or substitute attendee/s without penalty at any time. Contact email@example.com for further information.
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