Employee Stock Ownership Plans (ESOPs) can be a compelling option for business succession, though they do involve some complexity and consideration. This webinar demystifies the ESOP process by exploring the most common and costly mistakes made when designing and executing these transactions. From over-leveraging and unrealistic valuations to inadequate employee communication and poor ESOP plan design, we’ll examine how these challenges can jeopardize the success of an otherwise promising transition. Tim Jamison and Shaun McGehee will:
- Identify key structural, legal, and financial risks in ESOP transactions and understand how to mitigate them during the planning and execution phases.
- Evaluate organizational readiness for an ESOP transaction by using a practical framework that includes cultural, operational, and financial criteria.
- Apply best practices for engaging advisors, trustees, and other stakeholders to ensure alignment, compliance, and long-term transaction success.
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Recording
The Team
Meet the Presenters
Timothy JamisonCPA
Managing Director
