Course
Did you know there is more ESOP ownership in engineering firms than just about any other industry in the US? Ever wonder why?
Is it because ESOPs …?
- Maintain an ownership culture and reward the people that create the value
- Are friendly buyers of company stock
- These transactions are planned and confidential
- ESOP transactions are very tax efficient
Hint — the answer is yes! But those aren’t the only reasons …
Join Bob Massengill to learn why ESOPs are so compatible, how they work, and if an ESOP is a good fit for part of your ownership transition.
TAKEAWAYS:
- ESOP transaction structures and tax considerations
- A primer on corporate governance in an ESOP company
- ESOP plan rules and employee payouts
- Fiduciary considerations
- Valuation requirements and basic methodologies
- Is my firm right for an ESOP?