Business Succession Planning with a Focus on Employee Stock Ownership Plans (ESOPs) and Related Transactions

May 26, 2020 at 12:00pm1:15pm (EDT)

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