ESOP Feasibility Studies: Learning Whether (& How) An ESOP Could Work For Your Company

What You'll Hear

Join Brian Bornino, CPA/ABV, CFA, CBA and Serena Amlie, CFA, ASA, for the second webinar in our ESOP Webinar Series, ESOP Feasibility Studies: Learning Whether (& How) an ESOP Could Work for Your Company.

Building on our introductory ESOP webinar, this session will explore the key elements of an ESOP Feasibility Study and how it provides business owners with the information they need to decide whether an ESOP is right for their company. We will also show examples of recent ESOP feasibility studies.

Topics Include

We’ll address key questions such as:

• How is the purchase price determined in an ESOP transaction?

• When do selling shareholders receive their money?

• How does a company benefit by being ESOP-owned?

• How will an ESOP benefit our management team and employees?

• What are the key tax advantages of an ESOP?