Overview

Every owner of a business will need to exit their firm. This presentation shows how an Employee Stock Ownership Plan can provide liquidity to selling shareholders in a tax-advantaged environment, all while providing a retirement plan for employees and creating a lasting legacy for selling shareholders.

Learning Objectives

• Understand the process of exiting your firm and what options are available to monetizing shareholder interests.
• Identify the pros and cons of an ESOP.
• Taking a deep dive into the ESOP benefits available to selling shareholders, employees, and the company.
• Understand the tax incentives of an ESOP plan.
• Indicate the mechanics of an ESOP transaction and how companies and selling shareholders enter into a transaction.

Presenters

Patrice Radogna, Partner, Advisory Services, Marcum LLP
Chad Bell, Manager, Advisory Services, Marcum LLP