Employee Stock Ownership Plan (ESOP): An Overview

9:45 AM - 10:45 AM

This session will include a high level, non-technical discussion on the use of employee ownership as a method for business owners to determine their succession objectives and sell their businesses. This session will review an Employee Stock Ownership Plan (ESOP), the benefits and misconceptions of an ESOP, and a sample transaction structure.

Learning Objectives:

  • Understand the power of the ESOP exit strategy
  • Determine the practicality of an ESOP for clients
  • Illustrate the financial outcome for the selling shareholders and the employees