Wednesday, April 20, 2022, 1:30 - 3:00 PM Eastern
Not available for the live online class? Pre-order the on-demand recording!
Robert Massengill, Managing Director, Pilot Hill Advisors LLC, walks participants through an discussion about Employee Stock Ownership Plans (ESOPs) and explains why they remain an important equity sharing tool with A/E firms and appeal to their educated workforces.
This informative webinar on April 20 will cover ESOP transactions, ownership structure, governance and control of ESOP companies, tax efficiencies, and how ESOPs are used alone and in combination with other techniques for internal ownership transition plans. The primary areas of discussion will include the motivations for using an ESOP, typical transition structures, and valuation insights.
Topics to be covered include:
- What is an ESOP and how does it work?
- Governance and Leadership in ESOP companies
- Transaction examples
- Benefits to sellers and employees
- Valuation basics and requirements
- Financing for ESOP transactions
- State licensing requirements
Mr. Massengill will also provide commentary on current valuations levels and financing , and discuss how to evaluate the ESOP in the context of a company’s overall retirement plan package for employees.
Participants will gain a fundamental understanding of ESOPs and ESOP transactions, as well as the various tax advantages used today by many A/E firms across the country. They will also see how ESOPs can be used in combination with other ownership transition strategies to accomplish a variety of goals, simultaneously.