Acquisitions can be a daunting process. For ESOP companies, there is an additional layer of consideration and planning required when making acquisitions. Join Dave Horvath, Alex Grasser and Kevin Rusch of Blue Ridge Associates, to learn how integration post-close can impact plan operations, your company culture and long-term ESOP sustainability.
Key Learning Objectives:
- Understanding how decisions made before close can lead to either a successful or challenging integration.
- The impact of the transaction on share value and the associated participant considerations.
- Lessons learned from successful and unsuccessful ESOP mergers and acquisitions.
- New employee interactions with the plan and the impact to those already participating.
- The impact of changes to demographics on Repurchase Obligation and overall plan Sustainability.
- How do benefits change for existing participants?
- Could it create a have/have not culture?
- Who can help? The advisor groups that can assist in addressing challenges.
After the live webinar, a recording link will be emailed to all who registered.
For a copy of this presentation, please contact us here.
Recording
The Team
Meet the Presenters
David HorvathCPA
Managing Director
