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DTSTART;TZID=UTC:20240711T080000
DTEND;TZID=UTC:20241015T170000
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CREATED:20241015T204746Z
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SUMMARY:Unlocking an ESOP’s Potential
DESCRIPTION:Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions\, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan\, buzz-worthiness is no substitute for a good fit.  \nSo\, when does it make sense to consider a leveraged ESOP?  \nDavid Blauzvern\, an award-winning advisor with CSG Partners\, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction.  \nThis session is geared for advisors who have been introduced to ESOPs\, but who have yet to apply an employee ownership strategy in a real-world engagement.  \nLearning Objectives  \n\nAppreciate when ESOPs are good fits for private and family-owned companies \nIdentify scenarios and use cases that lend to effective ESOP strategies \nLearn how ESOP feasibility is assessed \nUnderstand the basic elements and costs of an ESOP transaction
URL:https://exitplanwp.ituldev.com/event/unlocking-an-esops-potential/
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ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
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