August 18, 2019

Business Succession Planning: An ESOP Case Study

The baby boomer generation is retiring at a record pace and business owners are looking for succession planning options that can help them transition their business to new ownership. Employee Stock Ownership Plans (ESOPs) represent a compelling succession planning alternative. Using a case study from a recent ESOP transaction, this webinar will cover:

  • What is an ESOP? 

  • Why and when an ESOP makes sense 

  • Benefits of an ESOP over other exit and succession planning options 

  • How to create, fund, and operate an ESOP 

  • The mechanics of an ESOP transaction 

  • The tax benefits of an ESOP