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Unlocking an ESOP’s Potential
July 11 @ 8:00 am - October 15 @ 5:00 pm
Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan, buzz-worthiness is no substitute for a good fit.
So, when does it make sense to consider a leveraged ESOP?
David Blauzvern, an award-winning advisor with CSG Partners, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction.
This session is geared for advisors who have been introduced to ESOPs, but who have yet to apply an employee ownership strategy in a real-world engagement.
Learning Objectives
- Appreciate when ESOPs are good fits for private and family-owned companies
- Identify scenarios and use cases that lend to effective ESOP strategies
- Learn how ESOP feasibility is assessed
- Understand the basic elements and costs of an ESOP transaction
