Understanding the ESOP Opportunity: Exit Planning Institute Webinar

Business owners and their advisors are aware of several “exit paths,” including the sale to your employees by forming an employee stock ownership plan (ESOP). And yet, you have questions. How do you know if your company is right for an ESOP, or if it will continue to be successful going forward? What are the benefits and drawbacks of having an ESOP plan?

The ESOP is a unique form of corporate ownership with potential tax benefits for selling shareholders, the sponsoring company, and its employees. Join Katz, Sapper & Miller’s Andy Manchir during the Exit Planning Institute’s webinar to learn about the following technical areas:

• ESOP as a succession planning option
• ESOPs as a tool of corporate finance
• ESOPs as a viable alternative to a third-party sale
• Understand the benefits and drawbacks of selling stock to an ESOP
• Evaluate the alternatives ways to finance and structure the ESOP formation
• Define the ESOP legal and regulatory requirements
• Identify attributes of your company that are similar to those of successful employee-owned businesses