ESOPs and Ownership Transition: Pros & Cons

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

1.5

Price (Member)

$229.00

Price (Non-Member)

$329.00

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