6 Effective Ways to Sell Stock to an ESOP

Tuesday, September 19, 2017 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: Business Management and Quality

Member Organization: National Events

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

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Did you know there are at least 6 different ways shares of stock can be exchanged with an Employee Stock Ownership Plan? 

Some companies sponsor 100% ESOPs while others own a minority interests. Many ESOPs borrow money to finance a stock transaction but some don’t. Often, stock transactions are a combination of management buy-ins and ESOP purchases.

Join Bob Massengill to learn at least 6 different ways shares can be exchanged with an ESOPs. You'll identify transaction techniques, the Pros and Cons of each technique, and which situations are more fitting for one structure vs. another.

If your firm is exploring, new or second-stage transactions, this class is for you!


  • A quick summary of ESOP Basics
  • Corporate governance in ESOP companies
  • Leveraged ESOP transactions
  • Non-leveraged ESOP transactions
  • Initial and Second-Stage transaction strategies


ACEC Members: $199
Non-members: $299

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


Maureen Brown




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