Business Succession Planning: An ESOP Case Study
Hosted by Barnes & Thornburg LLP
Location, or Event type:
Business Succession Planning: An ESOP Case Study
Webinar, Hosted By Barnes & Thornburg LLP
Tuesday, May 21, 2019 - 6:00 AM - Tuesday, May 21, 2019 - 8:00 AM
The baby boomer generation is retiring at a record pace and business owners are looking for succession planning options that can help them transition their business to new ownership. Employee Stock Ownership Plans (ESOPs) represent a compelling succession planning alternative. Using a case study from a recent ESOP transaction, this webinar will cover:
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What is an ESOP?
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Why and when an ESOP makes sense
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Benefits of an ESOP over other exit and succession planning options
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How to create, fund, and operate an ESOP
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The mechanics of an ESOP transaction
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The tax benefits of an ESOP