The Knowledge Group: M&A Update: ESOP Financing as a Viable Exit Strategy
David R. Johanson will be speaking at The Knowledge Group's webcast titled, “M&A Update: ESOP Financing as a Viable Exit Strategy.” This event is scheduled for Monday, March 28, 2016 at 10:00 am to 12:00 pm EST. David will present on Section 1042 and ERISA fiduciary issues.
An alternative exit strategy for owners of privately-held business trying to sell their business in this challenging market environment for business buyers is a sale to a newly created Employee Stock Ownership Plan (ESOP). In this Knowledge Group LIVE webcast, a panel of distinguished professionals will discuss which companies would be a viable candidate for this structure and describe the tax and other advantages of this possible exit strategy including, among other things: the mechanics and timing of the ESOP transaction the "almost too good to be true" tax benefits available to the selling shareholder(s) and the company the characteristics of a successful ESOP candidate how ESOP-owned companies are valued the overall pros and cons of an ESOP transaction
This live webcast will provide M&A, tax and related professionals as well as business owners and executives with a comprehensive overview of the hows and whys of ESOPs as a liquidity/exit planning strategy for shareholders of privately-held companies. Attending this course will give you the tools you need to understand whether and how to pursue an ESOP sale as an alternative exit strategy. Advanced registration is recommended as space is limited.