Using an actual ESOP transaction, Brad and Joe will share how an ESOP works including unique tax features, financing options, structures, and considerations as well as preliminary valuation factors such as senior debt, sellers note, forecasted cash flow, warrant calculations, tax savings, and total outcome. However, an ESOP is not appropriate for all businesses. Also learn how to help your clients understand if an ESOP might be appropriate for them by sharing a comparison of a company profile it is appropriate for – and a profile where it is not suitable.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Brad Etheridge and Joe Strazzeri, Esq.