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Exploring Unique Alternatives to a Traditional ESOP Structure

KSM’s Mark Flinchum and Andy Manchir with the firm’s ESOP Services Group joined the National Center for Employee Ownership (NCEO) for a webinar presentation on unique alternatives to a traditional ESOP structure. This webinar discussion covered accounting treatment and other implications of often overlooked alternatives to a traditional leveraged ESOP deal structure.

Specific topics included:

  • A review of the various options for creating a non-leveraged ESOP structure
  • Alternative structures for C corporations including the use of preferred shares
  • How change of control could impact the balance sheet presentation
  • How inside loan structures can be used to meet different company objectives

This webinar, “Exploring Unique Alternatives to a Traditional ESOP Structure,” was presented in partnership with the National Center for Employee Ownership (NCEO) on May 4, 2021 as part of the NCEO’s Employee Ownership Compass virtual learning series.

Andy Manchir Partner, Business Valuation & ESOP Services

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