Wednesday, September 20, 2023, 1:30 PM – 3:00 PM (Eastern)
Not available for the live class? Pre-order the on-demand recording!
Exit Strategies Using ESOPs and Internal Buyouts” will discuss a range of topics related to Employee Stock Ownership Plans including direct vs. beneficial ownership, governance, valuation requirements, financing sources, unique tax benefits and typical plan rules. Using case studies, it will also describe the different strategies used by A/E firms using ESOPs. Finally, the program will also discuss other equity plans commonly used in combination with ESOPs.
Learning Objectives: To understand:
- ESOP Basics
- Governance in companies with ESOPs
- Typical transaction structures
- Unique ESOP tax benefits
- Valuation requirements and current market multiples
- Capital sources for ESOP transactions
- Suitability and Issues in ESOP transactions
Participants will gain a practical understanding of ESOP design and transaction basics, as well as the various tax advantages used today by many engineering A/E firms across the country
Presenter: Robert E. Massengill, Managing Director, Pilot Hill Advisors LLC