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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.


  • 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?
Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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