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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:

  • Partial ESOP Sale
  • ESOP and Management Buyout
  • Going 100% – Second Stage ESOP Transaction Alternatives
  • 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.

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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