Event

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

October 19, 2016 {ml-event-to} October 20, 2016

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