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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.