David Johanson of Hawkins Parnell & Young will be discussing business succession planning with a focus on ESOPs. Panelist will provide an overview of benefits and considerations to evaluate if an ESOP is a good fit for a company.

Key topics include:

• Tax incentives for the company and the seller(s)
• How a typical ESOP transaction is structured
• Profile of an Ideal ESOP Candidate
• How Does an ESOP Work?
• How to evaluate whether an ESOP is the correct structure for a company’s succession plan, including valuation, financing, and day-to-day management considerations