Is the ESOP Right for You?

Tuesday, September 25, 2018 1:30 PM - 3:00 PM (Eastern Time (US & Canada))

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This online class carries 1.5 PDHs (Professional Development Hours).

Curriculum Track: Finance/Quality Management

Member Organization: National Events

Faculty: Robert E. Massengill, Managing Director, Pilot Hill Advisors LLC

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Nearly every firm reaches a point where they have to ask, "Is the ESOP right for us?"

Join Bob Massengill to answer this question by taking a close look at the essential considerations of implementing a first ESOP transaction.

Using actual (redacted) examples of the different ways companies have used ESOPs, you'll explore partial-ESOPs, 100% buyouts, and ESOP + Management Buyouts. You'll also dive into:

  • Basic ESOP transaction structures and tax considerations
  • Overview of corporate governance in an ESOP company
  • Basic ESOP plan rules and employee payouts
  • Fiduciary considerations
  • Valuation requirements and basic methodologies

By the end of this 90-minute session, you'll have moved beyond common ESOP misunderstandings to be ready to determine if your business can afford the ESOP and if it satisfies your sellers' personal financial and business objections.

 

Registration:
ACEC Members: $229
Non-members: $329

Click here for the faxable registration form
>> Click here to register.

 

Contact:
Maureen Brown
202-682-4349
education@acec.org

 

 

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