Business Succession Planning: An ESOP Case Study

Date:May 21, 2019 
Time:12:00-2:00 p.m. EDT 

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. 

On May 21 from 12:00-2:00 p.m. EDT, Katz, Sapper & Miller’s Andy Manchir, director in the firm’s Valuation and ESOP Services Groups and Barnes & Thornburg’s Mike Paton, partner, will discuss the steps taken in an ESOP formation using a real-world example from a recent transaction.

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

Learn more about this unique succession planning option and register today.