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Employee stock ownership plans have been used by the owners of A|E firms for over forty years as both a partial buyout technique as well as a total buyout strategy.

Join Robert Massengill to discuss the myths, misperceptions and realities of using an ESOP as a buyer of stock andgain a practical understanding of ESOP fundamentals to decide whether and how an ESOP can play a part in your firm’s ownership transition strategy.

During this 90-minute session, you’ll explore:

ESOP Fundamentals:

    • Ownership structure
    • Valuation
    • Funding
    • Transaction mechanics
    • On-going requirements

Benefits of Using the ESOP:

    • Discrete and ready buyer for any percentage ownership
    • Compatibility with other internal ownership plans
    • Tax-advantaged structure for sellers and the companies
    • Broader firm ownership and ownership succession
    • Retain options for other liquidity events

ESOPs vs. Other Ownership Transition Strategies:

    • MBO
    • Third-party sale
    • Merger

Other Considerations of Using the ESOP:

    • Regulatory requirements
    • Implementation and maintenance costs
    • State licensing requirements

    About the Presenter: Robert E. Massengill, Managing Director, Pilot Hill Advisors LLC

    Course Type

    Online Class

    Delivery Type

    On Demand, Online, Self-Paced

    PDH Credit


    Price (Member)


    Price (Non-Member)


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