Description

Despite their value as shareholder liquidity and business succession tools, employee stock ownership plans may be the most misunderstood exit planning strategy of them all. Join David for an examination of the most common myths and misconceptions surrounding employee ownership sales as well as how to identify when an ESOP may not be appropriate. In addition to providing real world examples of how ESOPs are built and function, David will also share when an ESOP take your questions on plan feasibility, financing, and best fits.

Learning Objectives:

• Understand the key functions and benefits of a leveraged ESOP
• Appreciate the capabilities and limitations of ESOP-led exit strategy
• Learn ESOP best fits and common use cases
• Realize the differences between ESOP sales and other M&A options

(Purchase of this product will include a link to the video presentation, an audio presentation, and a pdf copy of the presentation.)

Presented by David Blauzvern