Understanding ESOPs: Practical Guidance for Business Owners

Are you curious about what an ESOP is or considering one for your business? 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. This discussion by Harsh Patel and Patrick Van Dyke will review the basics of an ESOP and a high-level view of what a transaction would entail, including:

• Advantages of an ESOP
• What makes a Good ESOP Candidate?
• How do ESOPs Work?
• What is a Feasibility Analysis?
• Transaction Structure Considerations
• Professionals Involved
• M&A or ESOP Transaction? Dual Path Model to Help in Decision Making

For a copy of this presentation, please contact us here.

Recording