NCEO Seminar: Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans

Employee Benefits and ESOP partner Brian Hector will present “Plan Design and Operation” at a seminar sponsored by the National Center for Employee Ownership (NCEO).

Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans
Enhance your company's legacy and benefits plan with an ESOP- the most tax-efficient method of exit planning. You will learn: Valuation and Financing, Legal Issues and Plan Design, Issues for Selling Shareholders and Communication and Ownership Culture.

Topics at this seminar will include:

• ESOP Transaction Structures
• Assessing ESOP Feasibility
• An ESOP Company Perspective
• Determining Stock Value
• Financing an ESOP
• Fiduciary Issues
• Incentive Compensation for ESOP Companies
• Alternatives to an ESOP
• Investing the 1042 Rollover
• Ownership Communications and Culture, Recent Research