NCEO On-Demand Webinar: Warrants & SARs in ESOP Transactions: Accounting, Tax, and Best Practices

Summary: Warrants and Stock Appreciation Rights (SARs) play a vital role in structuring ESOP transactions but bring unique accounting, tax, and valuation complexities. This on-demand webinar explores the fundamentals, key differences, and best practices for effectively using warrants and SARs to align company strategy with stakeholder incentives.

Warrants and Stock Appreciation Rights (SARs) often play a critical role in structuring ESOP transactions, yet they come with complex accounting and tax considerations.

In this on-demand webinar, KSM’s Zach Kubly, Dan Sailer, and Jessica Boicourt explore the fundamentals of warrants and stock appreciation rights (SARs) – what they are, why they’re used in ESOP transactions, and how they impact both companies and individuals. The discussion covers the key differences between warrants and SARs, the GAAP accounting rules for recording and reporting these instruments, and important tax considerations for corporations and shareholders. You’ll also gain insights into valuation implications and best practices for structuring warrants and SARs to align with company strategy and stakeholder incentives.

This webinar was presented in partnership with the National Center for Employee Ownership (NCEO) as part of the NCEO’s Employee Ownership Compass virtual learning series.

For more information about ESOPs, reach out to your KSM advisor or fill out the form below.