Episode 21 – ESOP 101: What, Why, and How

Home Episode 21 – ESOP 101: What, Why, and How

Call-Out Box

(main, regular content area)

In this updated version of our popular “ESOP 101” presentation, Robert C. Hilton Jr., ASA, at South Park Advisors [southparkval.com], Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law [devinemillimet.com], and Richard A. Heeter at Captial Trustees [captrustees.com] present you with a 360-degree view of the what, why, and how of ESOPs.

The slideshow presentation that accompanies this podcast will be available for download soon at www.theesoppodcast.com.

You will learn about what an ESOP is and why an employee stock ownership plan may be the right succession planning option for your business, the tax advantages of selling a company to an ESOP for both the buyers and the sellers, and how these transactions are valued and financed. Along the way we bust some common ESOP myths, and we cap off our conversation with an up-to-date look at the ESOP marketplace today.

DISCLAIMER: The opinions expressed in this presentation and the presentation materials are not intended to be used as legal or valuation advice. Please consult with counsel as necessary.

Embed Code

(full width embed)

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Copy 1 Column

(main, regular content area)

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit, sed quia non numquam eius modi tempora incidunt ut labore et dolore magnam aliquam quaerat voluptatem.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin eget tortor risus. Donec sollicitudin molestie malesuada.

Curabitur arcu erat, accumsan id imperdiet et, porttitor at sem. Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Donec rutrum congue leo eget malesuada. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque, auctor sit amet aliquam vel, ullamcorper sit amet ligula.

Latest Podcasts