Are you curious why so many companies in the AEC industry are transitioning ownership to an ESOP? An employee stock ownership plan (ESOP) is a unique strategy for business owners seeking liquidity and a transition of their ownership. Using an ESOP strategy allows the business owner to sell a fractional amount or the entire business to the employees – either all at once or over time. Franco Silva of Prairie will be joined by Michael Gift and Steven Suckow of BMO to discuss the fundamentals of an ESOP, providing a high-level overview of the transaction process.
- Reasons Why an ESOP is attractive for AEC Companies
- What Makes a Good ESOP Candidate?
- How do ESOPs Work?
- What is a Feasibility Analysis?
- Transaction Structure Considerations
- Professionals Involved
- Financing and Surety Considerations
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Recording
The Team
Meet the Presenters